NATIONS FINANCIAL GROUP INC, /IA/ /ADV JULW — ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  18 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF (JULW) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q1. The latest visible filing shows JULW at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JULW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JULW was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JULW stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held JULW — position size vs. price
% of Fund (quarterly)    JULW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,421 +841 +5.1% 0.03% $711K 2026-07-23 $40.62
2026 Q1 REDUCED — — — 16,580 -503 -2.9% 0.03% $643K 2026-04-15 $39.92
2025 Q4 REDUCED — — — 17,083 -197 -1.1% 0.04% $668K 2026-01-26 $39.41
2025 Q3 REDUCED — — — 17,280 -392 -2.2% 0.04% $664K 2025-10-28 $38.73
2025 Q2 REDUCED — — — 17,672 -565 -3.1% 0.05% $657K 2025-08-11 $37.62
2025 Q1 REDUCED 28.4% +7.8% ❌ 18,237 -7,230 -28.4% 0.05% $629K 2025-05-13 $35.55
2024 Q4 REDUCED 5.8% -1.7% ✅ 25,467 -1,567 -5.8% 0.07% $893K 2025-01-30 $35.60
2024 Q3 REDUCED — — — 27,034 -183 -0.7% 0.07% $934K 2024-11-04 $34.46
2024 Q2 REDUCED — — — 27,217 -1,348 -4.7% 0.07% $907K 2024-07-29 $33.44
2024 Q1 REDUCED 27.5% +2.4% ❌ 28,565 -10,837 -27.5% 0.08% $932K 2024-04-23 $32.49
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JULW

As of 2026 Q2 — sorted by position size

AMERICAN ASSET MANAGEMENT INC. 3Y 7Y 4.97% Aegis Wealth Management, Inc. 0.91% WEALTHGARDEN F.S. LLC 0.83% Forty-three Eighteen Advisors, LLC 0.76% Midwest Financial Network, LLC 0.61% Stirlingshire Investments, Inc. 0.31% Elevation Wealth Management LLC 0.29% Castle Rock Wealth Management, LLC 3Y 7Y 0.2% Advisory Solutions Group, LLC 0.18% Cypress Wealth Services, LLC 3Y 7Y 0.13%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and JULW

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning JULW?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported JULW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JULW position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for JULW was 0.08% in 2024 Q1.

What is the latest reported JULW position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 17,421 shares, equal to 0.03% of portfolio, with an estimated market value of $711K.

What does the chart on this JULW ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly JULW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their JULW position?

Based on 13F filing dates vs. subsequent JULW price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 4 out of 17 reported position changes (24%). The annualised alpha on JULW relative to SPY over the holding period was -5.4%.

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