Summit Financial’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Summit Financial’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	$399K	Buy	+9,780	New	+$394K	﹤0.01%	1186

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

Summit Financial's JULW Position: Q2 2026 in Review

Summit Financial opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 9,780 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings.

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

Summit Financial held 9,780 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $399K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF was a new Summit Financial position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1186 holding.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.