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

Pineridge 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
2025
Q3 		$17.9K Buy
465
+51
+12% +$1.93K 0.01% 166
2025
Q2 		$15.4K Hold
414
– – 0.01% 182
2025
Q1 		$14.3K Hold
414
– – 0.01% 198
2024
Q4 		$14.5K Sell
414
-800
-66% -$27.9K 0.01% 257
2024
Q3 		$41.9K Sell
1,214
-80
-6% -$2.7K 0.02% 149
2024
Q2 		$43.1K Buy
1,294
+880
+213% +$28.9K 0.01% 150
2024
Q1 		$13.5K Sell
414
-1,251
-75% -$40K ﹤0.01% 264
2023
Q4 		$51.9K Buy
+1,665
New +$50.1K 0.02% 167

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 $115M AUM 12.06% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Pineridge Advisors's JULW Position: Q3 2025 in Review

Pineridge Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 12% in Q3 2025, buying an estimated $1.93K and bringing the position to 465 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #166.

Pineridge Advisors first reported a position in JULW in Q4 2023 and has held it in 8 quarters since. The position peaked at $51.9K in Q4 2023. 69 funds tracked by Wall St. Rank hold JULW as of Q3 2025.

  • Pineridge Advisors held 465 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $17.9K as of Q3 2025.
  • Pineridge Advisors bought 51 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2025, an estimated $1.93K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #166 holding.
  • Pineridge Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $51.9K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.