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

Spire Wealth 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
2026 Q2	$653K	Sell	15,992 -2,667	-14%	-$107K	0.02%	491
2026 Q1	$724K	Sell	18,659 -10,780	-37%	-$423K	0.02%	446
2025 Q4	$1.15M	Sell	29,439 -1,918	-6%	-$74.1K	0.04%	366
2025 Q3	$1.2M	Buy	31,357 +26,590	+558%	+$1M	0.04%	342
2025 Q2	$177K	Sell	4,767 -7,655	-62%	-$269K	0.01%	800
2025 Q1	$428K	Sell	12,422 -5,197	-29%	-$183K	0.01%	609
2024 Q4	$618K	Buy	17,619 +3	+0%	+$105	0.02%	504
2024 Q3	$608K	Buy	+17,616	New	+$594K	0.02%	481

Other funds holding JULW

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return