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AllianzIM U.S. Large Cap Buffer20 Jul ETF (JULW) Institutional Ownership

$35.56 +0.11 (+0.31%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$94.38M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$22.05M
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JULW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Jul ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Access Financial Services Inc.13,813$484K0.2%-21.7%0.315%
1/13/2025 Elevated Capital Advisors LLC61,973$2.17M0.6%+41.5%1.415%
1/10/2025 HBW Advisory Services LLC8,711$305K0.0%-34.0%0.199%
12/16/2024SMART Wealth LLC19,574$676K0.3%N/A0.447%
11/15/2024MML Investors Services LLC5,946$205K0.0%N/A0.136%
11/12/2024Centaurus Financial Inc.138,954$4.80M0.3%-9.6%3.172%
11/8/2024Moors & Cabot Inc.10,750$371K0.0%+74.8%0.245%
11/6/2024BCGM Wealth Management LLC11,017$381K0.1%N/A0.252%
11/5/2024First Heartland Consultants Inc.6,540$226K0.0%+5.1%0.149%
11/5/2024Harbour Investments Inc.21,016$726K0.0%+98.9%0.480%
10/29/2024Farther Finance Advisors LLC13,698$473K0.0%+151.8%0.313%
10/28/2024Creative Financial Designs Inc. ADV1,167$40K0.0%N/A0.027%
10/28/2024Focus Financial Network Inc.26,079$901K0.0%+12.3%0.595%
10/25/2024Strategic Blueprint LLC239,713$8.28M0.5%-12.4%5.473%
10/24/2024FSA Advisors Inc.6,786$226K0.2%N/A0.155%
10/23/2024 Outlook Wealth Advisors LLC120,687$4.17M1.2%+0.4%2.755%
10/23/2024Great Lakes Retirement Inc.44,526$1.54M0.2%-2.3%1.017%
10/22/2024DHJJ Financial Advisors Ltd.7,875$272K0.1%-7.1%0.180%
10/22/2024 Elevated Capital Advisors LLC43,802$1.51M0.4%N/A1.000%
10/21/2024 Kaye Capital Management92,484$3.19M1.3%N/A2.112%
10/18/2024Commonwealth Equity Services LLC1,471,569$50.83M0.1%+5.8%33.597%
10/16/2024B.O.S.S. Retirement Advisors LLC17,892$618K0.1%+71.8%0.408%
10/15/2024 American Asset Management Inc.161,308$5.57M6.0%-0.5%3.683%
10/9/2024Castle Rock Wealth Management LLC25,571$880K0.2%N/A0.584%
10/4/2024 HBW Advisory Services LLC13,195$456K0.1%N/A0.301%
10/2/2024 Mid American Wealth Advisory Group Inc.281,077$9.71M6.1%N/A6.417%
9/23/2024Centaurus Financial Inc.153,690$5.12M0.3%-28.2%3.509%
8/22/2024Cetera Investment Advisers183,949$6.13M0.0%-6.5%4.200%
8/16/2024Long Island Wealth Management Inc.52,059$1.73M1.2%-1.0%1.189%
8/13/2024AE Wealth Management LLC1,291,188$43.01M0.4%+8,183.7%29.479%
8/8/2024Envestnet Asset Management Inc.58,337$1.94M0.0%-6.3%1.332%
8/6/2024Lloyd Advisory Services LLC.234,697$7.82M3.7%N/A5.358%
7/31/2024Commonwealth Equity Services LLC1,391,009$46.34M0.1%+0.2%31.758%
7/29/2024Nations Financial Group Inc. IA ADV27,217$907K0.1%-4.7%0.621%
7/27/2024Strategic Blueprint LLC273,727$9.12M0.6%+3.2%6.249%
7/26/2024Harbour Investments Inc.10,567$352K0.0%+9.3%0.241%
7/25/2024First Heartland Consultants Inc.6,220$207K0.0%-6.1%0.142%
7/25/2024Pineridge Advisors LLC1,294$43K0.0%+212.6%0.030%
7/25/2024POM Investment Strategies LLC12,593$419K0.3%N/A0.288%
7/22/2024Atria Wealth Solutions Inc.67,102$2.24M0.0%+47.3%1.532%
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7/22/2024Focus Financial Network Inc.23,217$782K0.0%+14.0%0.530%
7/18/2024 Outlook Wealth Advisors LLC120,171$4.00M1.2%N/A2.744%
7/16/2024Envestnet Portfolio Solutions Inc.16,970$565K0.0%+28.9%0.387%
7/15/2024 American Asset Management Inc.162,117$5.40M6.4%N/A3.701%
7/15/2024RFG Advisory LLC14,976$499K0.0%-2.0%0.342%
7/12/2024 Diversify Advisory Services LLC41,501$1.40M0.1%N/A0.948%
7/12/2024DHJJ Financial Advisors Ltd.8,475$282K0.1%-5.2%0.193%
7/10/2024Csenge Advisory Group18,903$630K0.0%+72.3%0.432%
5/24/2024Cetera Advisors LLC32,411$1.06M0.0%-52.5%0.740%
5/24/2024Cetera Investment Advisers196,746$6.42M0.0%+116.1%4.492%
5/10/2024Osaic Holdings Inc.368,127$12.01M0.0%-33.0%8.217%
5/6/2024Envestnet Portfolio Solutions Inc.13,162$429K0.0%+16.8%0.294%
5/4/2024Csenge Advisory Group10,973$358K0.0%-21.4%0.245%
4/29/2024Commonwealth Equity Services LLC1,387,880$45.26M0.1%-6.8%30.979%
4/23/2024Nations Financial Group Inc. IA ADV28,565$932K0.1%-27.5%0.610%
4/23/2024Strategic Blueprint LLC265,277$8.65M0.6%+6.9%5.668%
4/23/2024 Accurate Wealth Management LLC7,040$226K0.1%-8.0%0.150%
4/11/2024RFG Advisory LLC15,278$498K0.0%-88.0%0.326%
3/1/2024Pineridge Advisors LLC1,665$52K0.0%N/A0.024%
2/26/2024Centaurus Financial Inc.216,018$6.74M0.5%-1.8%3.167%
2/13/2024Cetera Advisor Networks LLC188,597$5.88M0.0%+5.8%2.765%
2/13/2024Lloyd Advisory Services LLC.70,931$2.21M1.0%N/A1.040%
2/12/2024Focus Financial Network Inc. ADV20,371$636K0.0%N/A0.299%
2/9/2024Nations Financial Group Inc. IA ADV39,402$1.23M0.1%-5.3%0.578%
2/8/2024First Heartland Consultants Inc.6,625$207K0.0%-4.5%0.097%
2/7/2024Avantax Advisory Services Inc.7,324$229K0.0%-23.5%0.107%
2/7/2024Envestnet Portfolio Solutions Inc.11,269$352K0.0%N/A0.165%
2/6/2024Commonwealth Equity Services LLC1,489,088$46.46M0.1%-4.6%21.834%
2/2/2024Atria Wealth Solutions Inc.58,638$1.83M0.0%-0.9%0.860%
1/30/2024DHJJ Financial Advisors Ltd.8,987$280K0.1%-5.3%0.132%
1/29/2024 Outlook Wealth Advisors LLC51,156$1.60M0.6%+120.7%0.750%
1/29/2024 Koshinski Asset Management Inc.11,330$353K0.1%N/A0.166%
1/29/2024Compass Advisory Group LLC56,276$1.76M0.8%+8.7%0.825%
1/26/2024B.O.S.S. Retirement Advisors LLC120,791$3.77M0.7%-5.0%1.771%
1/25/2024RFG Advisory LLC127,584$3.98M0.2%-1.8%1.871%
1/25/2024Strategic Blueprint LLC248,094$7.74M0.6%+4.1%3.638%
1/18/2024Great Lakes Retirement Inc.25,005$780K0.1%-10.8%0.367%
1/16/2024Kingswood Wealth Advisors LLC7,075$221K0.0%N/A0.104%
1/8/2024B.O.S.S. Retirement Advisors LLC120,269$3.53M0.7%-5.4%1.763%
1/5/2024WealthPLAN Partners LLC18,349$572K0.1%+14.2%0.269%
11/16/2023Harbour Investments Inc.10,885$320K0.0%+13.9%0.160%
11/15/2023WealthPlan Investment Management LLC16,073$472K0.1%+229,514.3%0.236%
11/13/2023Wealthsource Partners LLC42,437$1.25M0.1%+2.3%0.622%
11/13/2023Kestra Advisory Services LLC169,052$4.97M0.0%+46.8%2.479%
11/9/2023First Heartland Consultants Inc.6,940$204K0.0%N/A0.102%
11/8/2023Atria Wealth Solutions Inc.59,184$1.74M0.0%+48.3%0.868%
11/8/2023Avantax Advisory Services Inc.9,570$281K0.0%N/A0.140%
11/6/2023Authentikos Wealth Advisory LLC43,195$1.27M1.2%-6.0%0.633%
11/6/2023Lincoln National Corp22,413$659K0.0%+9.8%0.329%
11/2/2023WealthPlan Investment Management LLC16,073$472K0.1%+229,514.3%0.236%
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11/1/2023Csenge Advisory Group15,015$441K0.0%N/A0.220%
10/24/2023Compass Advisory Group LLC51,768$1.52M0.8%+115.3%0.759%
10/23/2023 Accurate Wealth Management LLC7,650$227K0.1%N/A0.112%
10/23/2023Commonwealth Equity Services LLC1,560,520$45.85M0.1%+27.0%22.882%
10/18/2023Strategic Blueprint LLC238,428$7.01M0.6%+43.3%3.496%
10/17/2023B.O.S.S. Retirement Advisors LLC127,148$3.74M0.8%+1.7%1.864%
10/17/2023Impact Partnership Wealth LLC3,451$101K0.0%+34.3%0.051%
10/16/2023RFG Advisory LLC129,963$3.82M0.2%N/A1.906%
10/12/2023 AdvisorNet Financial Inc4,453$131K0.0%+186.7%0.065%
10/11/2023AE Wealth Management LLC1,649,547$48.47M0.3%+8.6%24.187%
(Data available from 1/1/2016 forward)

JULW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULW shares?

During the previous two years, 57 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($50.83M), AE Wealth Management LLC ($43.01M), Osaic Holdings Inc. ($12.01M), Mid American Wealth Advisory Group Inc. ($9.71M), Strategic Blueprint LLC ($8.28M), Lloyd Advisory Services LLC. ($7.82M), and Cetera Investment Advisers ($6.13M).Learn more on JULW's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Jul ETF stock?

Of the 50 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 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 ($2.93M), Commonwealth Equity Services LLC ($1.64M), Lloyd Advisory Services LLC. ($305.63K), Mid American Wealth Advisory Group Inc. ($281.08K), Outlook Wealth Advisors LLC ($171.84K), American Asset Management Inc. ($162.12K), and B.O.S.S. Retirement Advisors LLC ($134.63K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Jul ETF?

Institutional investors have bought a total of 6,868,945 shares in the last 24 months. This purchase volume represents approximately $212.72M in transactions.

Which AllianzIM U.S. Large Cap Buffer20 Jul ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Jul ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($275.64K), Commonwealth Equity Services LLC ($172.64K), RFG Advisory LLC ($114.99K), Centaurus Financial Inc. ($79.05K), Cetera Advisors LLC ($37.44K), Strategic Blueprint LLC ($34.01K), and LPL Financial LLC ($29.21K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Jul ETF?

Institutional investors have sold a total of 843,698 shares in the last 24 months. This volume of shares sold represents approximately $27.10M in transactions.


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