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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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. 32 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.
32 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.