Riggs Capital Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Riggs Capital Management’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
2024 Q4	$394K	Buy	+11,249	New	+$393K	0.39%	62

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

Riggs Capital Management's JULW Position: Q4 2024 in Review

Riggs Capital Management opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2024: 11,249 shares worth $394K. The stake represents 0.39% of the portfolio and ranks #62 among its holdings.

62 funds tracked by Wall St. Rank hold JULW as of Q4 2024.

Riggs Capital Management held 11,249 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $394K as of Q4 2024.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Riggs Capital Management position in Q4 2024.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.39% of Riggs Capital Management's portfolio in Q4 2024, its #62 holding.
62 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.