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Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-75
Closed -$2K – 1225
2022
Q2 		$2K Buy
+75
New +$1.99K ﹤0.01% 1773

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CAN
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SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JULW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2022, closing a stake of 75 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in JULW in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 24 funds tracked by Wall St. Rank hold JULW as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 75 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $2K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.