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

$40.25 +0.20 (+0.50%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$55.84M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$12.45M
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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
1/21/2025RFG Advisory LLC89,647$3.54M0.1%-2.3%10.245%
1/15/2025 Kaye Capital Management328,026$12.94M5.9%-1.7%37.489%
11/25/2024Sanctuary Advisors LLC7,112$282K0.0%N/A0.813%
11/12/2024Centaurus Financial Inc.36,189$1.40M0.1%+1,214.1%4.136%
11/12/2024Jim Saulnier & Associates LLC33,655$1.30M1.3%N/A3.846%
11/5/2024Harbour Investments Inc.6,406$248K0.0%+552.3%0.732%
10/24/2024 Wealth Enhancement Advisory Services LLC8,548$331K0.0%-9.3%0.977%
10/22/2024McAdam 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%
10/9/2024Nvest 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%
7/22/2024Focus 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%
2/13/2024Lloyd 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%
1/26/2024B.O.S.S. Retirement Advisors LLC22,894$769K0.1%+9.0%1.075%
1/18/2024Great Lakes Retirement Inc.11,460$385K0.1%-18.8%0.538%
1/8/2024B.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%
11/6/2023Authentikos Wealth Advisory LLC7,052$218K0.2%N/A0.331%
11/6/2023Corrado Advisors LLC48,181$1.49M1.0%-1.3%2.262%
11/1/2023Money Concepts Capital Corp15,427$476K0.1%+8.7%0.724%
10/30/2023Blue 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%
10/17/2023B.O.S.S. Retirement Advisors LLC21,009$648K0.1%N/A0.986%
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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%
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%
8/1/2023Money Concepts Capital Corp14,186$449K0.0%N/A0.666%
7/26/2023Creative 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, 31 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 ($12.94M), Osaic Holdings Inc. ($9.67M), Commonwealth Equity Services LLC ($5.80M), RFG Advisory LLC ($3.54M), 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 29 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 Jim Saulnier & Associates LLC ($33.66K).

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

Institutional investors have bought a total of 3,067,662 shares in the last 24 months. This purchase volume represents approximately $105.25M in transactions.

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

Of the 12 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), Kaye Capital Management ($9.49K), Atria Wealth Solutions Inc. ($8.50K), Centaurus Financial Inc. ($3.76K), Great Lakes Retirement Inc. ($2.66K), and RFG Advisory LLC ($2.14K).

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

Institutional investors have sold a total of 357,585 shares in the last 24 months. This volume of shares sold represents approximately $12.80M in transactions.



This page (NYSEARCA:JULT) was last updated on 1/21/2025 by MarketBeat.com Staff
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