Steward Partners Investment Advisory’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-648	Closed	-$25.4K	–	4506
2025 Q4	$25.4K	Hold	648	–	–	﹤0.01%	3041
2025 Q3	$24.9K	Sell	648 -32	-5%	-$1.21K	﹤0.01%	2986
2025 Q2	$25.3K	Hold	680	–	–	﹤0.01%	2805
2025 Q1	$23.4K	Hold	680	–	–	﹤0.01%	2735
2024 Q4	$23.8K	Hold	680	–	–	﹤0.01%	2696
2024 Q3	$23.5K	Hold	680	–	–	﹤0.01%	2591
2024 Q2	$22.7K	Buy	+680	New	+$22.3K	﹤0.01%	2470

Other funds holding JULW

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Steward Partners Investment Advisory's JULW Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 648 shares — an estimated $25.4K sold.

Steward Partners Investment Advisory first reported a position in JULW in Q2 2024 and held it in 7 quarters. The position peaked at $25.4K in Q4 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Steward Partners Investment Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 648 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $25.4K.
Steward Partners Investment Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and held it in 7 quarters.
Steward Partners Investment Advisory's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $25.4K in Q4 2025.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.