SFGM
JULW icon

Stonebridge Financial Group (Missouri)’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$200K Buy
+4,900
New +$197K 0.13% 168

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
A
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

Stonebridge Financial Group (Missouri)'s JULW Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 4,900 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #168 among its holdings.

69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 4,900 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $200K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF was a new Stonebridge Financial Group (Missouri) position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.13% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #168 holding.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.