Outlook Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Outlook Wealth 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	-120,687	Closed	-$4.17M	–	265
2024 Q3	$4.17M	Buy	120,687 +516	+0.4%	+$17.4K	1.2%	17
2024 Q2	$7.4M	Buy	+120,171	New	+$3.95M	2.31%	9
2024 Q1	–	Sell	-51,156	Closed	-$1.6M	–	272
2023 Q4	$1.6M	Buy	51,156 +27,974	+121%	+$842K	0.56%	39
2023 Q3	$681K	Buy	23,182 +751	+3%	+$22.4K	0.26%	96
2023 Q2	$668K	Buy	+22,431	New	+$645K	0.25%	107

Other funds holding JULW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Outlook Wealth Advisors's JULW Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2024, closing a stake of 120,687 shares — an estimated $4.17M sold.

Outlook Wealth Advisors first reported a position in JULW in Q2 2023 and held it in 5 quarters. The position peaked at $7.4M in Q2 2024. 61 funds tracked by Wall St. Rank hold JULW as of Q4 2024.

Outlook Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 120,687 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2024, an estimated $4.17M.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2023 and held it in 5 quarters.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $7.4M in Q2 2024.
61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.