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New Millennium Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

New Millennium Group’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-88
Closed -$3.03K – 463
2025
Q1 		$3.03K Hold
88
– – ﹤0.01% 302
2024
Q4 		$3.09K Buy
+88
New +$3.07K ﹤0.01% 343

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

New Millennium Group's JULW Position: Q2 2025 in Review

New Millennium Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2025, closing a stake of 88 shares — an estimated $3.03K sold.

New Millennium Group first reported a position in JULW in Q4 2024 and held it in 2 quarters. The position peaked at $3.09K in Q4 2024. 57 funds tracked by Wall St. Rank hold JULW as of Q2 2025.

  • New Millennium Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2025 after selling out during the quarter.
  • New Millennium Group sold 88 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2025, an estimated $3.03K.
  • New Millennium Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and held it in 2 quarters.
  • New Millennium Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $3.09K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2025.

Based on New Millennium Group's 13F filing for Q2 2025, filed 6 Aug 2025.