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Stirlingshire Investments’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Stirlingshire Investments’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 		$408K Buy
10,509
+642
+7% +$25.2K 0.36% 80
2025
Q4 		$386K Buy
+9,867
New +$381K 0.34% 77

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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
A
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

Stirlingshire Investments's JULW Position: Q1 2026 in Review

Stirlingshire Investments increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 6.5% in Q1 2026, buying an estimated $25.2K and bringing the position to 10,509 shares worth $408K. The position accounts for 0.36% of the portfolio, ranked #80.

Stirlingshire Investments first reported a position in JULW in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Stirlingshire Investments held 10,509 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $408K as of Q1 2026.
  • Stirlingshire Investments bought 642 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $25.2K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.36% of Stirlingshire Investments's portfolio in Q1 2026, its #80 holding.
  • Stirlingshire Investments first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Stirlingshire Investments's 13F filing for Q1 2026, filed 4 May 2026.