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JULWJULW
20 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF

OSAIC HOLDINGS, INC. holds 266,353 shares of JULW (ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF), worth $10.9M as of 2026-Q2. The position was increased (+3.2% shares). JULW represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$10.9M

Current Shares

266,353

Total Value Change

+$10.4M

Total Shares Change

+249,726

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
266,353
+3.2%
$10.9M0.0%$40.82
29
2026-Q1
Decreased
258,027
-25.2%
$10M0.0%$39.29
0
2025-Q4
Decreased
344,879
-6.6%
$13.5M0.0%$39.16
0
2025-Q3
Increased
369,083
+14.9%
$14.1M0.0%$38.36
32
2025-Q2
Decreased
321,264
-16.7%
$11.9M0.0%$37.09
0
2025-Q1
Decreased
385,664
-18.7%
$13.3M0.0%$34.36
0
2024-Q4
Decreased
474,130
-9.5%
$16.6M0.0%$35.12
0
2024-Q3
Increased
523,732
+49.3%
$18.1M0.0%$34.41
39
2024-Q2
Decreased
350,787
-4.7%
$11.7M0.0%$33.31
0
2024-Q1
Decreased
368,127
-33.0%
$12M0.0%$32.61
0
2023-Q4
Decreased
549,561
-30.5%
$17.1M0.0%$31.20
0
2023-Q3
Increased
790,285
+164.9%
$23.2M0.0%$29.38
46
2023-Q2
Decreased
298,285
-24.0%
$8.9M0.0%$29.73
0
2023-Q1
Decreased
392,495
-13.3%
$11M0.0%$27.85
0
2022-Q4
Increased
452,728
+156.1%
$12.2M0.0%$26.88
45
2022-Q3
Increased
176,800
+177.9%
$4.6M0.0%$25.95
43
2022-Q2
Increased
63,627
+340.7%
$1.7M0.0%$26.32
41
2022-Q1
Decreased
14,439
-1.4%
$393,0000.0%$27.25
0
2021-Q4
Decreased
14,651
-11.9%
$398,0000.0%$27.18
0
2021-Q3
New
16,627
-
$441,0000.0%$26.55
33

Other major holders of JULW: AE Wealth Management LLC, COMMONWEALTH EQUITY SERVICES, LLC

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