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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Spire Wealth Management's JULW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 14% in Q2 2026, selling an estimated $107K and leaving 15,992 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #491.

Spire Wealth Management first reported a position in JULW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Spire Wealth Management held 15,992 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $653K as of Q2 2026.
Spire Wealth Management sold 2,667 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $107K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #491 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 8 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.2M in Q3 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.