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Park Square Financial Group’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Park Square Financial 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
Q3 		– Sell
-494
Closed -$18.4K – 640
2025
Q2 		$18.4K Hold
494
– – 0.01% 483
2025
Q1 		$17K Buy
+494
New +$17.4K 0.01% 477

Other funds holding JULW

Commonwealth Equity Services
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
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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Park Square Financial Group's JULW Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2025, closing a stake of 494 shares — an estimated $18.4K sold.

Park Square Financial Group first reported a position in JULW in Q1 2025 and held it in 2 quarters. The position peaked at $18.4K in Q2 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 494 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2025, an estimated $18.4K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $18.4K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.