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

PFG 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
2026 Q3	$246K	Sell	5,920 -8,705	-60%	-$359K	0.01%	681
2026 Q2	$597K	Buy	14,625 +122	+0.8%	+$4.92K	0.03%	479
2026 Q1	$563K	Hold	14,503	–	–	0.03%	518
2025 Q4	$567K	Hold	14,503	–	–	0.03%	505
2025 Q3	$557K	Buy	14,503 +3,216	+28%	+$121K	0.02%	540
2025 Q2	$420K	Buy	11,287 +300	+3%	+$10.5K	0.02%	458
2025 Q1	$379K	Hold	10,987	–	–	0.02%	538
2024 Q4	$385K	Hold	10,987	–	–	0.02%	524
2024 Q3	$379K	Buy	10,987 +1,960	+22%	+$66.1K	0.02%	527
2024 Q2	$301K	Buy	+9,027	New	+$297K	0.02%	559

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFG Advisors's JULW Position: Q3 2026 in Review

PFG Advisors reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 60% in Q3 2026, selling an estimated $359K and leaving 5,920 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #681.

PFG Advisors first reported a position in JULW in Q2 2024 and has held it in 10 quarters since. The position peaked at $597K in Q2 2026. 56 funds tracked by Wall St. Rank hold JULW as of Q3 2026.

PFG Advisors held 5,920 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $246K as of Q3 2026.
PFG Advisors sold 8,705 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2026, an estimated $359K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #681 holding.
PFG Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 10 quarters since.
PFG Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $597K in Q2 2026.
56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.