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Sound Income Strategies’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-163
Closed -$5.32K – 1444
2024
Q1 		$5.32K Buy
+163
New +$5.21K ﹤0.01% 898

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sound Income Strategies's JULW Position: Q2 2024 in Review

Sound Income Strategies sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2024, closing a stake of 163 shares — an estimated $5.32K sold.

Sound Income Strategies first reported a position in JULW in Q1 2024 and held it in 1 quarter. The position peaked at $5.32K in Q1 2024. 53 funds tracked by Wall St. Rank hold JULW as of Q2 2024.

  • Sound Income Strategies reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 163 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2024, an estimated $5.32K.
  • Sound Income Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $5.32K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.