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Advisory Solutions Group, LLC’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Advisory Solutions Group, LLC’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 		$521K Buy
+12,771
New +$515K 0.18% 114

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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 $43.3B AUM 29.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Advisory Solutions Group, LLC's JULW Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2026: 12,771 shares worth $521K. The stake represents 0.18% of the portfolio and ranks #114 among its holdings.

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

  • Advisory Solutions Group, LLC held 12,771 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $521K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.18% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #114 holding.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.