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

Wealth 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
2025
Q2 		– Sell
-17,493
Closed -$603K – 126
2025
Q1 		$603K Hold
17,493
– – 0.39% 60
2024
Q4 		$613K Sell
17,493
-1,891
-10% -$66.1K 0.4% 58
2024
Q3 		$669K Hold
19,384
– – 0.45% 53
2024
Q2 		$646K Sell
19,384
-308
-2% -$10.1K 0.46% 50
2024
Q1 		$642K Buy
+19,692
New +$629K 0.48% 50

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Group's JULW Position: Q2 2025 in Review

Wealth Group sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q2 2025, closing a stake of 17,493 shares — an estimated $603K sold.

Wealth Group first reported a position in JULW in Q1 2024 and held it in 5 quarters. The position peaked at $669K in Q3 2024. 57 funds tracked by Wall St. Rank hold JULW as of Q2 2025.

  • Wealth Group reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 17,493 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2025, an estimated $603K.
  • Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $669K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.