Park Avenue Securities’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Park Avenue Securities’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
2026 Q1	–	Sell	-8,654	Closed	-$339K	–	1619
2025 Q4	$339K	Hold	8,654	–	–	﹤0.01%	1262
2025 Q3	$332K	Hold	8,654	–	–	﹤0.01%	1376
2025 Q2	$322K	Hold	8,654	–	–	﹤0.01%	1246
2025 Q1	$298K	Hold	8,654	–	–	﹤0.01%	1003
2024 Q4	$303K	Hold	8,654	–	–	﹤0.01%	1284
2024 Q3	$299K	Hold	8,654	–	–	﹤0.01%	1183
2024 Q2	$288K	Buy	+8,654	New	+$284K	﹤0.01%	1203

Other funds holding JULW

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Park Avenue Securities's JULW Position: Q1 2026 in Review

Park Avenue Securities sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 8,654 shares — an estimated $339K sold.

Park Avenue Securities first reported a position in JULW in Q2 2024 and held it in 7 quarters. The position peaked at $339K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Park Avenue Securities reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
Park Avenue Securities sold 8,654 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $339K.
Park Avenue Securities first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and held it in 7 quarters.
Park Avenue Securities's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $339K in Q4 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.