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

UBS Group’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 		– Sell
-14
Closed -$548 – 10854
2025
Q4 		$548 Sell
14
-799
-98% -$30.9K ﹤0.01% 9897
2025
Q3 		$31.2K Sell
813
-9,374
-92% -$354K ﹤0.01% 7868
2025
Q2 		$379K Buy
10,187
+809
+9% +$28.4K ﹤0.01% 6244
2025
Q1 		$323K Buy
9,378
+9,264
+8,126% +$326K ﹤0.01% 6187
2024
Q4 		$4K Sell
114
-3,055
-96% -$107K ﹤0.01% 8803
2024
Q3 		$109K Buy
3,169
+1,083
+52% +$36.5K ﹤0.01% 6291
2024
Q2 		$69.5K Buy
2,086
+128
+7% +$4.21K ﹤0.01% 6433
2024
Q1 		$63.9K Buy
1,958
+1,012
+107% +$32.3K ﹤0.01% 6406
2023
Q4 		$29.5K Buy
+946
New +$28.5K ﹤0.01% 6857
2023
Q2 		– Sell
-2,918
Closed -$82.1K – 9279
2023
Q1 		$82.1K Buy
+2,918
New +$80.5K ﹤0.01% 6077
2022
Q2 		– Sell
-3,133
Closed -$85K – 10634
2022
Q1 		$85K Buy
3,133
+602
+24% +$16.2K ﹤0.01% 6035
2021
Q4 		$69K Buy
2,531
+2,475
+4,420% +$66.7K ﹤0.01% 6641
2021
Q3 		$1K Buy
+56
New +$1.49K ﹤0.01% 9199

Other funds holding JULW

Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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
A
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

UBS Group's JULW Position: Q1 2026 in Review

UBS Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2026, closing a stake of 14 shares — an estimated $548 sold.

UBS Group first reported a position in JULW in Q3 2021 and held it in 13 quarters. The position peaked at $379K in Q2 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • UBS Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 14 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2026, an estimated $548.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2021 and held it in 13 quarters.
  • UBS Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $379K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.