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World Investment Advisors’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

World Investment Advisors’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 		$5.33M Buy
130,451
+13,680
+12% +$551K 0.09% 243
2026
Q1 		$4.53M Buy
+116,771
New +$4.58M 0.07% 281

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

World Investment Advisors's JULW Position: Q2 2026 in Review

World Investment Advisors increased its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) stake by 12% in Q2 2026, buying an estimated $551K and bringing the position to 130,451 shares worth $5.33M. The position accounts for 0.09% of the portfolio, ranked #243.

World Investment Advisors first reported a position in JULW in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

  • World Investment Advisors held 130,451 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $5.33M as of Q2 2026.
  • World Investment Advisors bought 13,680 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q2 2026, an estimated $551K.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • World Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.