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

TRUADVICE’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
2021
Q4 		– Sell
-9,615
Closed -$260K – 112
2021
Q3 		$260K Hold
9,615
– – 0.24% 104
2021
Q2 		$255K Hold
9,615
– – 0.06% 268
2021
Q1 		$254K Hold
9,615
– – 0.08% 235
2020
Q4 		$249K Buy
+9,615
New +$251K 0.08% 237

Other funds holding JULW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's JULW Position: Q4 2021 in Review

TRUADVICE sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2021, closing a stake of 9,615 shares — an estimated $260K sold.

TRUADVICE first reported a position in JULW in Q4 2020 and held it in 4 quarters. The position peaked at $260K in Q3 2021. 12 funds tracked by Wall St. Rank hold JULW as of Q4 2021.

  • TRUADVICE reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 9,615 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2021, an estimated $260K.
  • TRUADVICE first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2020 and held it in 4 quarters.
  • TRUADVICE's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $260K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.