Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Advus Financial Partners, LLC’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	$474K	Hold	11,612	–	–	0.11%	138
2026 Q1	$451K	Sell	11,612 -2,451	-17%	-$96.1K	0.11%	133
2025 Q4	$550K	Hold	14,063	–	–	0.13%	110
2025 Q3	$540K	Buy	14,063 +800	+6%	+$30.2K	0.13%	120
2025 Q2	$493K	Buy	13,263 +1,400	+12%	+$49.1K	0.13%	118
2025 Q1	$409K	Hold	11,863	–	–	0.11%	127
2024 Q4	$416K	Hold	11,863	–	–	0.12%	120
2024 Q3	$410K	Buy	11,863 +1,485	+14%	+$50.1K	0.12%	121
2024 Q2	$346K	Buy	+10,378	New	+$341K	0.11%	125

Other funds holding JULW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Advus Financial Partners, LLC's JULW Position: Q2 2026 in Review

Advus Financial Partners, LLC held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q2 2026 at 11,612 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #138.

Advus Financial Partners, LLC first reported a position in JULW in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q4 2025. 69 funds tracked by Wall St. Rank hold JULW as of Q2 2026.

Advus Financial Partners, LLC held 11,612 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $474K as of Q2 2026.
Advus Financial Partners, LLC left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Jul ETF made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #138 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2024 and has held it in 9 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $550K in Q4 2025.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.