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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q1 		– Sell
-310
Closed -$9.67K – 789
2023
Q4 		$9.67K Sell
310
-23
-7% -$692 ﹤0.01% 415
2023
Q3 		$9.78K Sell
333
-1,031
-76% -$30.8K ﹤0.01% 445
2023
Q2 		$40.6K Buy
+1,364
New +$39.2K 0.01% 270

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JULW Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024, closing a stake of 310 shares — an estimated $9.67K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in JULW in Q2 2023 and held it in 3 quarters. The position peaked at $40.6K in Q2 2023. 47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 310 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2024, an estimated $9.67K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $40.6K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.