PIS
JULW icon

POM Investment Strategies’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

POM Investment Strategies’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
2024
Q3 		– Sell
-12,593
Closed -$419K – 353
2024
Q2 		$419K Buy
+12,593
New +$414K 0.34% 21

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

POM Investment Strategies's JULW Position: Q3 2024 in Review

POM Investment Strategies sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2024, closing a stake of 12,593 shares — an estimated $419K sold.

POM Investment Strategies first reported a position in JULW in Q2 2024 and held it in 1 quarter. The position peaked at $419K in Q2 2024. 70 funds tracked by Wall St. Rank hold JULW as of Q3 2024.

  • POM Investment Strategies reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 12,593 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2024, an estimated $419K.
  • POM Investment Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and held it in 1 quarter.
  • POM Investment Strategies's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $419K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.