Strategic Blueprint’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Strategic Blueprint’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	$306K	Sell	7,874 -1,150	-13%	-$45.1K	0.02%	524
2025 Q4	$353K	Sell	9,024 -70,135	-89%	-$2.71M	0.02%	480
2025 Q3	$3.04M	Sell	79,159 -3,680	-4%	-$139K	0.13%	159
2025 Q2	$3.08M	Sell	82,839 -7,472	-8%	-$262K	0.15%	148
2025 Q1	$3.11M	Sell	90,311 -11,965	-12%	-$421K	0.17%	130
2024 Q4	$3.59M	Sell	102,276 -137,437	-57%	-$4.8M	0.21%	109
2024 Q3	$8.28M	Sell	239,713 -34,014	-12%	-$1.15M	0.52%	43
2024 Q2	$9.12M	Buy	273,727 +8,450	+3%	+$278K	0.62%	36
2024 Q1	$8.65M	Buy	265,277 +17,183	+7%	+$549K	0.61%	37
2023 Q4	$7.74M	Buy	248,094 +9,666	+4%	+$291K	0.64%	35
2023 Q3	$7.01M	Buy	238,428 +72,065	+43%	+$2.15M	0.65%	35
2023 Q2	$4.96M	Sell	166,363 -22,907	-12%	-$659K	0.47%	51
2023 Q1	$5.32M	Buy	189,270 +4,260	+2%	+$118K	0.55%	43
2022 Q4	$4.97M	Buy	185,010 +58,645	+46%	+$1.57M	0.58%	35
2022 Q3	$3.25M	Buy	126,365 +45,235	+56%	+$1.21M	0.39%	60
2022 Q2	$2.14M	Buy	+81,130	New	+$2.15M	0.26%	97

Other funds holding JULW

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 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 $115M AUM 12.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Strategic Blueprint's JULW Position: Q1 2026 in Review

Strategic Blueprint reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 13% in Q1 2026, selling an estimated $45.1K and leaving 7,874 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #524.

Strategic Blueprint first reported a position in JULW in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.12M in Q2 2024. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

Strategic Blueprint held 7,874 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $306K as of Q1 2026.
Strategic Blueprint sold 1,150 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $45.1K.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.02% of Strategic Blueprint's portfolio in Q1 2026, its #524 holding.
Strategic Blueprint first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2022 and has held it in 16 quarters since.
Strategic Blueprint's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $9.12M in Q2 2024.
70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.