RFG Advisory’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

RFG Advisory's JULW Position: Q2 2026 in Review

RFG Advisory reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 42% in Q2 2026, selling an estimated $1.19M and leaving 41,515 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #416.

RFG Advisory first reported a position in JULW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.98M in Q4 2023. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

• RFG Advisory held 41,515 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.69M as of Q2 2026.
• RFG Advisory sold 29,461 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $1.19M.
• AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #416 holding.
• RFG Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2023 and has held it in 12 quarters since.
• RFG Advisory's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $3.98M in Q4 2023.
• 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.