SW
JULW icon

Simplicity Wealth’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Simplicity Wealth’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 		– Sell
-6,106
Closed -$239K – 778
2025
Q4 		$239K Buy
+6,106
New +$236K 0.01% 623

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

Simplicity Wealth's JULW Position: Q1 2026 in Review

Simplicity Wealth sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 6,106 shares — an estimated $239K sold.

Simplicity Wealth first reported a position in JULW in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Simplicity Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 6,106 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $239K.
  • Simplicity Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and held it in 1 quarter.
  • Simplicity Wealth's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $239K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.