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AllianzIM U.S. Large Cap Buffer10 Jul ETF (JULT) Institutional Ownership

$38.56
+0.06 (+0.16%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Jul ETF (NYSEARCA:JULT)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$53.76M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$12.46M
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JULT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Jul ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Wealth Enhancement Advisory Services LLC8,548$331K0.0%-9.3%0.977%
10/22/2024 McAdam LLC5,321$206K0.0%N/A0.608%
10/21/2024 Kaye Capital Management333,596$12.91M5.2%+2,344.3%38.125%
10/17/2024RFG Advisory LLC91,784$3.55M0.1%N/A10.490%
10/9/2024 Nvest Financial LLC7,834$303K0.2%N/A0.895%
9/23/2024Centaurus Financial Inc.2,754$102K0.0%-52.9%0.315%
8/22/2024Cetera Investment Advisers43,488$1.61M0.0%+15.0%4.970%
8/13/2024AE Wealth Management LLC910,867$33.70M0.3%+3,535.5%104.099%
7/31/2024Commonwealth Equity Services LLC156,867$5.80M0.0%+18.0%17.928%
7/22/2024 Focus Financial Network Inc.8,763$329K0.0%+21.3%1.001%
7/16/2024 Wealth Enhancement Advisory Services LLC9,428$349K0.0%N/A1.077%
7/10/2024Csenge Advisory Group5,552$205K0.0%N/A0.635%
5/24/2024Cetera Advisors LLC11,802$423K0.0%-4.1%1.349%
5/10/2024Osaic Holdings Inc.269,706$9.67M0.0%-46.2%29.967%
4/29/2024Commonwealth Equity Services LLC132,905$4.77M0.0%-41.7%14.767%
4/23/2024Nations Financial Group Inc. IA ADV8,220$295K0.0%+4.0%0.822%
4/19/2024 Kaye Capital Management14,720$528K0.2%-11.4%1.472%
2/26/2024Centaurus Financial Inc.6,323$212K0.0%-9.5%0.297%
2/13/2024 Lloyd Advisory Services LLC.45,443$1.53M0.7%N/A2.133%
2/12/2024Focus Financial Network Inc. ADV7,227$243K0.0%N/A0.339%
2/2/2024Atria Wealth Solutions Inc.16,939$569K0.0%-14.5%0.795%
1/29/2024 Kaye Capital Management16,613$567K0.3%-10.9%0.780%
1/26/2024 B.O.S.S. Retirement Advisors LLC22,894$769K0.1%+9.0%1.075%
1/18/2024 Great Lakes Retirement Inc.11,460$385K0.1%-18.8%0.538%
1/8/2024 B.O.S.S. Retirement Advisors LLC19,896$614K0.1%-5.3%0.934%
11/8/2023Atria Wealth Solutions Inc.19,821$612K0.0%-22.1%0.931%
11/8/2023Avantax Advisory Services Inc.6,638$205K0.0%N/A0.312%
11/7/2023 Kaye Capital Management18,640$575K0.3%N/A0.875%
11/6/2023 Authentikos Wealth Advisory LLC7,052$218K0.2%N/A0.331%
11/6/2023Corrado Advisors LLC48,181$1.49M1.0%-1.3%2.262%
11/1/2023 Money Concepts Capital Corp15,427$476K0.1%+8.7%0.724%
10/30/2023 Blue Bell Private Wealth Management LLC6,939$214K0.1%N/A0.326%
10/23/2023Commonwealth Equity Services LLC229,253$7.07M0.0%+66.4%10.763%
10/17/2023 B.O.S.S. Retirement Advisors LLC21,009$648K0.1%N/A0.986%
10/12/2023 AdvisorNet Financial Inc1,000$31K0.0%+100.0%0.047%
10/11/2023AE Wealth Management LLC1,234,800$38.10M0.2%+49.1%57.972%
8/10/2023Osaic Holdings Inc.82,941$2.62M0.0%+5.2%3.894%
8/10/2023Commonwealth Equity Services LLC137,807$4.36M0.0%+197.3%6.470%
8/10/2023Corrado Advisors LLC48,818$1.55M1.1%N/A2.292%
8/10/2023Cetera Advisors LLC8,762$277K0.0%+16.7%0.411%
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8/10/2023Cetera Advisor Networks LLC22,776$721K0.0%-4.1%1.069%
8/8/2023Allianz Investment Management U.S. LLC1,310$41K0.0%N/A0.062%
8/3/2023Atria Wealth Solutions Inc.25,440$805K0.0%+143.0%1.194%
8/1/2023 Money Concepts Capital Corp14,186$449K0.0%N/A0.666%
7/26/2023 Creative Financial Designs Inc. ADV1,500$47K0.0%N/A0.077%
7/10/2023AE Wealth Management LLC828,175$26.20M0.2%N/A42.471%
6/14/2023Atria Wealth Solutions Inc.10,470$290K0.0%N/A0.537%
(Data available from 1/1/2016 forward)

JULT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULT shares?

During the previous two years, 28 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Jul ETF. The most heavily invested institutionals were AE Wealth Management LLC ($33.70M), Kaye Capital Management ($12.91M), Osaic Holdings Inc. ($9.67M), Commonwealth Equity Services LLC ($5.80M), RFG Advisory LLC ($3.55M), Cetera Investment Advisers ($1.61M), and Lloyd Advisory Services LLC. ($1.53M).Learn more on JULT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Jul ETF stock?

Of the 25 institutional investors that purchased AllianzIM U.S. Large Cap Buffer10 Jul ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($2.12M), Kaye Capital Management ($338.59K), Commonwealth Equity Services LLC ($206.86K), RFG Advisory LLC ($91.78K), Corrado Advisors LLC ($48.82K), Lloyd Advisory Services LLC. ($45.44K), and Atria Wealth Solutions Inc. ($25.44K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Jul ETF?

Institutional investors have bought a total of 2,988,036 shares in the last 24 months. This purchase volume represents approximately $102.17M in transactions.

Which AllianzIM U.S. Large Cap Buffer10 Jul ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold AllianzIM U.S. Large Cap Buffer10 Jul ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($232.04K), Commonwealth Equity Services LLC ($94.89K), Atria Wealth Solutions Inc. ($8.50K), Kaye Capital Management ($3.92K), Centaurus Financial Inc. ($3.76K), Great Lakes Retirement Inc. ($2.66K), and B.O.S.S. Retirement Advisors LLC ($1.11K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Jul ETF?

Institutional investors have sold a total of 349,878 shares in the last 24 months. This volume of shares sold represents approximately $12.50M in transactions.



This page (NYSEARCA:JULT) was last updated on 11/2/2024 by MarketBeat.com Staff
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