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

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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)
17
Total
Institutional Inflows
(last 12 months)
$40.66M
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
5/2/2025Transcendent Capital Group LLC315,496$8.05M4.5%N/A12.134%
5/1/2025Stephens Inc. AR93,574$2.39M0.0%+8.0%3.599%
4/21/2025 LifeWealth Investments LLC14,533$371K0.2%N/A0.559%
4/17/2025 Great Lakes Retirement Inc.15,438$394K0.1%N/A0.594%
4/17/2025 Howard Bailey Securities LLC27,576$703K0.3%N/A1.061%
4/14/2025 Tounjian Advisory Partners LLC26,920$687K0.1%N/A1.294%
4/14/2025 Lloyd Advisory Services LLC.68,763$1.75M0.9%N/A3.306%
4/9/2025 RFG Advisory LLC123,569$3.15M0.1%+24.0%5.941%
2/17/2025Cetera Investment Advisers104,361$2.76M0.0%+1.9%0.000%
2/17/2025Citadel Advisors LLC9,628$255K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC9,992$265K0.0%N/A0.000%
2/12/2025NBZ Investment Advisors LLC45,672$1.21M0.7%N/A0.000%
2/11/2025Grantvest Financial Group LLC26,540$703K0.8%N/A0.000%
2/10/2025 Creative Financial Designs Inc. ADV1,000$26K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC173,474$4.59M0.0%-0.5%0.000%
1/28/2025Stephens Inc. AR86,614$2.29M0.0%-3.9%0.000%
1/21/2025 RFG Advisory LLC99,670$2.64M0.1%N/A0.000%
11/25/2024Sanctuary Advisors LLC388,375$10.44M0.1%N/A0.000%
11/8/2024Prospera Financial Services Inc14,920$390K0.0%N/A0.000%
11/1/2024Atria Investments Inc380,475$9.94M0.1%N/A0.000%
10/28/2024Stephens 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, 18 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), Transcendent Capital Group LLC ($8.05M), Commonwealth Equity Services LLC ($4.59M), RFG Advisory LLC ($3.15M), Cetera Investment Advisers ($2.76M), and Stephens Inc. AR ($2.39M).Learn more on JULU's institutional investors.

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

Of the 17 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), Transcendent Capital Group LLC ($315.50K), RFG Advisory LLC ($123.57K), Stephens Inc. AR ($97.14K), Lloyd Advisory Services LLC. ($68.76K), and NBZ Investment Advisors LLC ($45.67K).

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

Institutional investors have bought a total of 1,568,025 shares in the last 24 months. This purchase volume represents approximately $40.66M 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 5/2/2025 by MarketBeat.com Staff
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