Q1WB
JULW icon

Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Quest 10 Wealth Builders’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
Q1 		$144K Sell
3,711
-124
-3% -$4.86K 0.13% 117
2025
Q4 		$150K Buy
3,835
+104
+3% +$4.02K 0.13% 113
2025
Q3 		$143K Buy
+3,731
New +$141K 0.13% 109

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Quest 10 Wealth Builders's JULW Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 3.2% in Q1 2026, selling an estimated $4.86K and leaving 3,711 shares worth $144K. The position accounts for 0.13% of the portfolio, ranked #117.

Quest 10 Wealth Builders first reported a position in JULW in Q3 2025 and has held it in 3 quarters since. The position peaked at $150K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Quest 10 Wealth Builders held 3,711 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $144K as of Q1 2026.
  • Quest 10 Wealth Builders sold 124 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $4.86K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.13% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #117 holding.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $150K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.