Raymond James Financial
JULW icon

Raymond James Financial’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Raymond James Financial’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 		$16.9M Buy
414,189
+315,937
+322% +$12.7M ﹤0.01% 1682
2026
Q1 		$3.81M Sell
98,252
-4,373
-4% -$171K ﹤0.01% 2807
2025
Q4 		$4.01M Buy
102,625
+61,908
+152% +$2.39M ﹤0.01% 2683
2025
Q3 		$1.56M Buy
40,717
+2,641
+7% +$99.8K ﹤0.01% 3364
2025
Q2 		$1.42M Buy
38,076
+4,551
+14% +$160K ﹤0.01% 3337
2025
Q1 		$1.16M Hold
33,525
– – ﹤0.01% 3378
2024
Q4 		$1.18M Buy
+33,525
New +$1.17M ﹤0.01% 3341

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Raymond James Financial's JULW Position: Q2 2026 in Review

Raymond James Financial increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 322% in Q2 2026, buying an estimated $12.7M and bringing the position to 414,189 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Raymond James Financial first reported a position in JULW in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Raymond James Financial held 414,189 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $16.9M as of Q2 2026.
  • Raymond James Financial bought 315,937 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $12.7M.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1682 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.