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
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 $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

Raymond James Financial's JULW Position: Q1 2026 in Review

Raymond James Financial reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 4.3% in Q1 2026, selling an estimated $171K and leaving 98,252 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Raymond James Financial first reported a position in JULW in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.01M in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Raymond James Financial held 98,252 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $3.81M as of Q1 2026.
  • Raymond James Financial sold 4,373 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $171K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2807 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $4.01M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.