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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-1,196
Closed -$35.6K – 254
2023
Q2 		$35.6K Buy
+1,196
New +$34.4K 0.01% 216

Other funds holding JULW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

WealthPlan Investment Management's JULW Position: Q3 2023 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q3 2023, closing a stake of 1,196 shares — an estimated $35.6K sold.

WealthPlan Investment Management first reported a position in JULW in Q2 2023 and held it in 1 quarter. The position peaked at $35.6K in Q2 2023. 42 funds tracked by Wall St. Rank hold JULW as of Q3 2023.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,196 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q3 2023, an estimated $35.6K.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $35.6K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.