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

Wealthquest’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
-125,229
Closed -$3.91M – 137
2023
Q4 		$3.91M Sell
125,229
-116,998
-48% -$3.52M 0.43% 30
2023
Q3 		$7.12M Buy
+242,227
New +$7.23M 0.87% 21

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Wealthquest's JULW Position: Q1 2024 in Review

Wealthquest sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2024, closing a stake of 125,229 shares — an estimated $3.91M sold.

Wealthquest first reported a position in JULW in Q3 2023 and held it in 2 quarters. The position peaked at $7.12M in Q3 2023. 47 funds tracked by Wall St. Rank hold JULW as of Q1 2024.

  • Wealthquest reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Wealthquest sold 125,229 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2024, an estimated $3.91M.
  • Wealthquest first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2023 and held it in 2 quarters.
  • Wealthquest's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $7.12M in Q3 2023.
  • 47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2024.

Based on Wealthquest's 13F filing for Q1 2024, filed 9 May 2024.