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Showing 8 of 15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF

Farther Finance Advisors, LLC holds 8,258 shares of JULW (ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF), worth $337,093 as of 2026-Q2. JULW represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$337,093

Current Shares

8,258

Total Value Change

-$136,015

Total Shares Change

-5,440

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
8,258
0.0%
$337,0930.0%$40.82
0
2026-Q1
Unchanged
8,258
0.0%
$321,6490.0%$39.29
0
2025-Q4
Unchanged
8,258
0.0%
$323,0540.0%$39.16
0
2025-Q3
Unchanged
8,258
0.0%
$317,1500.0%$38.36
0
2025-Q2
Unchanged
8,258
0.0%
$306,9510.0%$37.09
0
2025-Q1
Unchanged
8,258
0.0%
$285,3450.0%$34.36
0
2024-Q4
Decreased
8,258
-39.7%
$289,5640.0%$35.12
0
2024-Q3
Increased
13,698
+151.8%
$473,1080.0%$34.41
39

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

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