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 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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors's JULW Position: Q2 2026 in Review

PFG Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.84% in Q2 2026, buying an estimated $4.92K and bringing the position to 14,625 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #479.

PFG Advisors first reported a position in JULW in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

PFG Advisors held 14,625 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $597K as of Q2 2026.
PFG Advisors bought 122 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $4.92K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #479 holding.
PFG Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.