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AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) Institutional Ownership

$26.95 -0.10 (-0.38%)
As of 02/21/2025 03:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (BATS:JULU)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$27.91M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$120.30K
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JULU Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers104,361$2.76M0.0%+1.9%0.000%
2/17/2025 Citadel Advisors LLC9,628$255K0.0%N/A0.000%
2/12/2025 OLD Mission Capital LLC9,992$265K0.0%N/A0.000%
2/12/2025 NBZ Investment Advisors LLC45,672$1.21M0.7%N/A0.000%
2/11/2025 Grantvest Financial Group LLC26,540$703K0.8%N/A0.000%
2/10/2025 Creative Financial Designs Inc. ADV1,000$26K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC173,474$4.59M0.0%-0.5%0.000%
1/28/2025 Stephens Inc. AR86,614$2.29M0.0%-3.9%0.000%
1/21/2025 RFG Advisory LLC99,670$2.64M0.1%N/A0.000%
11/25/2024 Sanctuary Advisors LLC388,375$10.44M0.1%N/A0.000%
11/8/2024 Prospera Financial Services Inc14,920$390K0.0%N/A0.000%
11/1/2024 Atria Investments Inc380,475$9.94M0.1%N/A0.000%
10/28/2024 Stephens Inc. AR90,175$2.36M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JULU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULU shares?

During the previous two years, 12 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF. The most heavily invested institutionals were Sanctuary Advisors LLC ($10.44M), Atria Investments Inc ($9.94M), Commonwealth Equity Services LLC ($4.59M), Cetera Investment Advisers ($2.76M), RFG Advisory LLC ($2.64M), Stephens Inc. AR ($2.29M), and NBZ Investment Advisors LLC ($1.21M).Learn more on JULU's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock?

Of the 11 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($388.38K), Atria Investments Inc ($380.48K), RFG Advisory LLC ($99.67K), Stephens Inc. AR ($90.18K), NBZ Investment Advisors LLC ($45.67K), Grantvest Financial Group LLC ($26.54K), and Prospera Financial Services Inc ($14.92K).

How much institutional buying is happening at AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF?

Institutional investors have bought a total of 1,068,440 shares in the last 24 months. This purchase volume represents approximately $27.91M in transactions.

Which AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock in the last 24 months: Stephens Inc. AR ($3.56K), and Commonwealth Equity Services LLC ($958.00).

How much institutional selling is happening at AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF?

Institutional investors have sold a total of 4,519 shares in the last 24 months. This volume of shares sold represents approximately $120.30K in transactions.



This page (BATS:JULU) was last updated on 2/23/2025 by MarketBeat.com Staff
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