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Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Richard W. Paul & Associates’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
2025
Q4 		– Sell
-150
Closed -$5.76K – 310
2025
Q3 		$5.76K Buy
+150
New +$5.67K ﹤0.01% 242
2024
Q4 		– Sell
-108
Closed -$3.73K – 521
2024
Q3 		$3.73K Buy
108
+5
+5% +$169 ﹤0.01% 368
2024
Q2 		$3.43K Buy
+103
New +$3.38K ﹤0.01% 370
2024
Q1 		– Sell
-119
Closed -$3.71K – 524
2023
Q4 		$3.71K Buy
119
+22
+23% +$662 ﹤0.01% 369
2023
Q3 		$2.85K Buy
97
+71
+273% +$2.12K ﹤0.01% 377
2023
Q2 		$775 Sell
26
-29
-53% -$834 ﹤0.01% 492
2023
Q1 		$1.55K Sell
55
-14
-20% -$386 ﹤0.01% 457
2022
Q4 		$1.85K Buy
+69
New +$1.84K ﹤0.01% 433

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Richard W. Paul & Associates's JULW Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2025, closing a stake of 150 shares — an estimated $5.76K sold.

Richard W. Paul & Associates first reported a position in JULW in Q4 2022 and held it in 8 quarters. The position peaked at $5.76K in Q3 2025. 75 funds tracked by Wall St. Rank hold JULW as of Q4 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 150 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2025, an estimated $5.76K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 8 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $5.76K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.