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OneDigital Investment Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-41,501
Closed -$1.43M – 1468
2024
Q3 		$1.43M Hold
41,501
– – 0.02% 548
2024
Q2 		$1.38M Buy
+41,501
New +$1.36M 0.02% 523

Other funds holding JULW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

OneDigital Investment Advisors's JULW Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2024, closing a stake of 41,501 shares — an estimated $1.43M sold.

OneDigital Investment Advisors first reported a position in JULW in Q2 2024 and held it in 2 quarters. The position peaked at $1.43M in Q3 2024. 61 funds tracked by Wall St. Rank hold JULW as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 41,501 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2024, an estimated $1.43M.
  • OneDigital Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.43M in Q3 2024.
  • 61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.