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Trust Company of Vermont’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Trust Company of Vermont’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 		$6.69K Buy
+164
New +$6.61K ﹤0.01% 959
2025
Q4 		$6.42K Hold
164
– – ﹤0.01% 903
2025
Q3 		$6.3K Buy
+164
New +$6.2K ﹤0.01% 895

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Trust Company of Vermont's JULW Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 164 shares worth $6.69K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in JULW as recently as Q4 2025.

Trust Company of Vermont first reported a position in JULW in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • Trust Company of Vermont held 164 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $6.69K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF was a new Trust Company of Vermont position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #959 holding.
  • Trust Company of Vermont first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.