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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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

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. 69 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.
  • 69 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.