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

SMART 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 		$765K Buy
19,717
+7
+0% +$274 0.22% 111
2025
Q4 		$771K Buy
+19,710
New +$762K 0.24% 93
2024
Q4 		– Sell
-19,574
Closed -$676K – 161
2024
Q3 		$676K Buy
+19,574
New +$660K 0.27% 81

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

SMART Wealth's JULW Position: Q1 2026 in Review

SMART Wealth increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.04% in Q1 2026, buying an estimated $274 and bringing the position to 19,717 shares worth $765K. The position accounts for 0.22% of the portfolio, ranked #111.

SMART Wealth first reported a position in JULW in Q3 2024 and has held it in 3 quarters since. The position peaked at $771K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • SMART Wealth held 19,717 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $765K as of Q1 2026.
  • SMART Wealth bought 7 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $274.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.22% of SMART Wealth's portfolio in Q1 2026, its #111 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 3 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $771K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.