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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
Q2 		– Sell
-19,717
Closed -$765K – 236
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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

SMART Wealth's JULW Position: Q2 2026 in Review

SMART Wealth sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026, closing a stake of 19,717 shares — an estimated $765K sold.

SMART Wealth first reported a position in JULW in Q3 2024 and held it in 3 quarters. The position peaked at $771K in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 19,717 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $765K.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and held it in 3 quarters.
  • SMART Wealth's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $771K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.