WP
JULW icon

WealthPLAN Partners’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

WealthPLAN Partners’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
2024
Q1 		– Sell
-18,349
Closed -$572K – 331
2023
Q4 		$572K Buy
18,349
+2,276
+14% +$68.5K 0.06% 204
2023
Q3 		$472K Buy
16,073
+7,942
+98% +$237K 0.05% 209
2023
Q2 		$242K Buy
+8,131
New +$234K 0.03% 267

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

WealthPLAN Partners's JULW Position: Q1 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024, closing a stake of 18,349 shares — an estimated $572K sold.

WealthPLAN Partners first reported a position in JULW in Q2 2023 and held it in 3 quarters. The position peaked at $572K in Q4 2023. 47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 18,349 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2024, an estimated $572K.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2023 and held it in 3 quarters.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $572K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.