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

WealthGarden F.S.’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 		$1.46M Sell
35,791
-10
-0% -$403 0.83% 32
2026
Q1 		$1.39M Hold
35,801
– – 0.95% 29
2025
Q4 		$1.41M Sell
35,801
-248
-0.7% -$9.59K 0.93% 29
2025
Q3 		$1.39M Sell
36,049
-14,349
-28% -$542K 0.99% 28
2025
Q2 		$1.89M Sell
50,398
-1,439
-3% -$50.5K 1.57% 17
2025
Q1 		$1.79M Hold
51,837
– – 1.72% 13
2024
Q4 		$1.82M Sell
51,837
-2,144
-4% -$74.9K 1.7% 15
2024
Q3 		$1.86M Buy
+53,981
New +$1.82M 1.81% 14

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 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

WealthGarden F.S.'s JULW Position: Q2 2026 in Review

WealthGarden F.S. reduced its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 0.03% in Q2 2026, selling an estimated $403 and leaving 35,791 shares worth $1.46M. The position accounts for 0.83% of the portfolio, ranked #32.

WealthGarden F.S. first reported a position in JULW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q2 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • WealthGarden F.S. held 35,791 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $1.46M as of Q2 2026.
  • WealthGarden F.S. sold 10 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $403.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.83% of WealthGarden F.S.'s portfolio in Q2 2026, its #32 holding.
  • WealthGarden F.S. first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2024 and has held it in 8 quarters since.
  • WealthGarden F.S.'s AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1.89M in Q2 2025.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.