Go Pro
→ Bezos… DOOMED (From Paradigm Press) (Ad)tc pixel Free JULU Stock Alerts

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

$32.56 -0.19 (-0.58%)
Closing price 04:10 PM Eastern
Extended Trading
$32.55 -0.01 (-0.03%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (BATS:JULU)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$79.06M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$22.09M
Get JULU Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JULU Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.21,991$706K0.0%-1.6%0.806%
9/9/2026 RFG Advisory LLC200,658$6.44M0.1%+3.2%7.350%
9/9/2026 IFP Advisors Inc6,130$197K0.0%+46.3%0.225%
8/5/2026USA Financial Formulas65,966$1.88M0.3%-5.6%2.416%
5/13/2026 Cetera Investment Advisers15,367$439K0.0%-4.8%0.563%
5/6/2026 FSA Advisors Inc.39,538$1.13M0.7%+13.2%1.448%
5/5/2026 Sanctuary Advisors LLC263,333$7.52M0.0%-29.9%9.646%
4/30/2026 Elevated Capital Advisors LLC20,036$572K0.1%N/A0.734%
4/30/2026 Range Financial Group LLC10,795$308K0.1%-21.3%0.395%
4/28/2026 Stephens Inc. AR115,318$3.29M0.0%-0.4%4.224%
4/28/2026 B.O.S.S. Retirement Advisors LLC17,504$500K0.2%-8.0%0.641%
4/27/2026 World Investment Advisors17,991$514K0.0%-64.2%0.659%
4/24/2026 SMART Wealth LLC75,360$2.15M0.6%-5.0%2.760%
4/22/2026 FWG Investments LLC.59,081$1.69M1.1%+1.6%2.164%
4/21/2026 LifeWealth Investments LLC15,703$448K0.1%-26.3%0.575%
4/20/2026 RFG Advisory LLC194,431$5.55M0.1%+1.4%7.122%
4/17/2026 Outlook Wealth Advisors LLC58,460$1.67M0.4%-49.8%2.141%
3/13/2026 World Investment Advisors50,193$1.49M0.0%N/A1.839%
2/18/2026 OLD Mission Capital LLC14,851$441K0.0%N/A0.544%
2/17/2026 Cetera Investment Advisers16,144$480K0.0%+3.0%0.591%
2/17/2026 Osaic Holdings Inc.57,533$1.71M0.0%-5.0%2.107%
2/16/2026 Arax Advisory Partners14,774$439K0.0%N/A0.541%
2/13/2026Allianz SE5,000$149K0.0%N/A0.183%
2/12/2026 Commonwealth Equity Services LLC171,019$5.08M0.0%-5.5%6.264%
2/12/2026 Great Lakes Retirement Inc.9,123$271K0.0%-5.7%0.334%
2/11/2026 Outlook Wealth Advisors LLC116,556$3.46M0.8%+92.4%4.269%
2/11/2026 Howard Bailey Securities LLC24,323$723K0.3%+76.0%0.891%
2/11/2026Allianz Investment Management LLC287,052$8.53M5.3%N/A10.515%
2/6/2026 Lloyd Advisory Services LLC.84,254$2.50M1.0%+54.9%3.086%
2/6/2026 Kingdom Financial Group LLC.4,747$141K0.0%N/A0.174%
2/6/2026 Blackston Financial Advisory Group LLC12,812$381K0.2%+11.9%0.469%
2/6/2026 Authentikos Wealth Advisory LLC254,426$7.56M5.0%-3.9%9.320%
2/6/2026 Csenge Advisory Group28,809$856K0.0%+4.0%1.055%
2/5/2026 Aegis Wealth Management Inc.24,894$740K0.6%N/A0.912%
2/5/2026 Stephens Inc. AR115,768$3.44M0.0%+16.2%4.241%
2/4/2026 World Investment Advisors50,193$1.49M0.0%N/A1.839%
2/3/2026 RFG Advisory LLC191,680$5.70M0.1%-4.8%7.021%
2/2/2026 B.O.S.S. Retirement Advisors LLC19,035$566K0.2%-43.8%0.697%
2/2/2026 Grantvest Financial Group LLC21,599$642K0.4%-4.1%0.791%
1/29/2026 Golden Reserve Retirement LLC34,335$1.02M0.2%+136.8%1.258%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
1/28/2026 FWG Investments LLC.58,176$1.73M1.1%+1.9%2.131%
1/27/2026 FSR Wealth Management Ltd.136,577$4.06M4.8%-1.5%5.003%
1/26/2026 LifeWealth Investments LLC21,306$633K0.2%-3.4%0.780%
1/26/2026 SMART Wealth LLC79,311$2.36M0.7%N/A2.905%
1/26/2026 AE Wealth Management LLC1,493,114$44.36M0.3%+0.2%54.693%
1/26/2026 Key Capital Management INC2,910$86K0.1%N/A0.107%
1/26/2026 Transcendent Capital Group LLC17,548$521K0.2%-61.3%0.643%
1/22/2026 Networth Advisors LLC32,939$979K0.7%N/A1.207%
1/22/2026 Centennial Advisors LLC10,595$315K0.4%N/A0.388%
1/14/2026USA Financial Formulas69,897$2.08M0.4%-17.1%2.560%
1/1/2026 JPMorgan Chase & Co.23,833$697K0.0%+238,230.0%0.873%
11/20/2025 Centaurus Financial Inc.4,341$127K0.0%N/A0.159%
11/18/2025 Advisory Services Network LLC1,700$50K0.0%N/A0.062%
11/17/2025 Susquehanna International Group LLP10,995$322K0.0%-50.5%0.403%
11/13/2025 Blackston Financial Advisory Group LLC11,445$335K0.2%N/A0.419%
11/12/2025 Great Lakes Retirement Inc.9,679$283K0.0%-33.0%0.355%
11/12/2025 FSA Advisors Inc.33,154$970K0.8%N/A1.214%
11/12/2025 NBZ Investment Advisors LLC20,457$599K0.3%-12.9%0.749%
11/7/2025 JPMorgan Chase & Co.23,833$697K0.0%+238,230.0%0.873%
11/6/2025Allianz Investment Management U.S. LLC5,000$146K0.0%-94.7%0.183%
11/6/2025 RFG Advisory LLC201,278$5.89M0.1%+6.0%7.373%
11/5/2025 B.O.S.S. Retirement Advisors LLC33,850$990K0.2%-48.7%1.240%
11/5/2025 Authentikos Wealth Advisory LLC264,715$7.75M5.1%N/A9.697%
11/5/2025 Envestnet Asset Management Inc.47,246$1.38M0.0%N/A1.731%
11/4/2025 Transcendent Capital Group LLC45,401$1.33M0.6%-85.0%1.663%
11/4/2025 Grantvest Financial Group LLC22,518$659K0.5%-2.8%0.825%
11/4/2025 Howard Bailey Securities LLC13,823$404K0.2%-49.6%0.506%
11/4/2025 Golden Reserve Retirement LLC14,499$424K0.1%N/A0.531%
11/3/2025 AE Wealth Management LLC1,489,694$43.59M0.3%+346.6%54.568%
10/30/2025 Lloyd Advisory Services LLC.54,386$1.59M0.7%-19.2%1.992%
10/30/2025 Outlook Wealth Advisors LLC60,582$1.77M0.4%N/A2.219%
10/29/2025 FWG Investments LLC.57,082$1.67M1.1%N/A2.091%
10/29/2025 FSR Wealth Management Ltd.138,674$4.06M4.8%N/A5.080%
10/28/2025 Csenge Advisory Group27,703$811K0.0%N/A1.015%
10/27/2025 Stephens Inc. AR99,651$2.92M0.0%+3.3%3.650%
10/23/2025 Park Avenue Securities LLC18,070$529K0.0%N/A0.662%
10/22/2025 Commonwealth Equity Services LLC180,901$5.29M0.0%+2.9%6.626%
10/20/2025 Quest 10 Wealth Builders Inc.19,436$569K0.5%+2,059.6%0.712%
10/20/2025 LifeWealth Investments LLC22,005$644K0.2%+31.3%0.806%
10/17/2025 Range Financial Group LLC13,393$392K0.1%N/A0.491%
10/10/2025USA Financial Formulas84,317$2.47M0.4%-17.6%3.089%
9/4/2025 Osaic Holdings Inc.61,183$1.69M0.0%-22.4%2.241%
8/12/2025Allianz Investment Management U.S. LLC94,541$2.60M0.1%-35.7%3.463%
8/8/2025 Cetera Investment Advisers113,127$3.12M0.0%+4.4%4.144%
8/6/2025 AE Wealth Management LLC333,567$9.19M0.1%-2.3%12.219%
8/4/2025 Great Lakes Retirement Inc.14,443$398K0.0%-6.4%0.529%
8/4/2025 Atria Investments Inc195,666$5.39M0.1%-47.9%7.167%
7/30/2025 LifeWealth Investments LLC16,764$462K0.1%+15.4%0.614%
7/29/2025 Stephens Inc. AR96,436$2.66M0.0%+3.1%3.532%
7/28/2025 RFG Advisory LLC189,901$5.23M0.1%+53.7%6.956%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
7/25/2025 Transcendent Capital Group LLC302,441$8.33M4.3%-4.1%11.078%
7/18/2025USA Financial Formulas102,360$2.82M0.5%+217,687.2%3.749%
7/18/2025 B.O.S.S. Retirement Advisors LLC66,043$1.82M0.5%+1.6%2.419%
7/16/2025 Lloyd Advisory Services LLC.67,342$1.85M0.9%-2.1%2.467%
7/9/2025 Tounjian Advisory Partners LLC26,488$676K0.1%-1.6%0.970%
5/15/2025OLD Mission Capital LLC22,593$576K0.0%+126.1%0.837%
5/9/2025NBZ Investment Advisors LLC23,482$599K0.3%-48.6%0.903%
5/8/2025Grantvest Financial Group LLC25,327$646K0.5%-4.6%0.974%
5/6/2025Cetera Investment Advisers108,311$2.76M0.0%+3.8%4.166%
5/6/2025Atria Investments Inc375,410$9.58M0.1%-1.3%14.439%


JULU Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF. The most heavily invested institutionals were AE Wealth Management LLC ($44.36M), Allianz Investment Management LLC ($8.53M), Authentikos Wealth Advisory LLC ($7.56M), Sanctuary Advisors LLC ($7.52M), RFG Advisory LLC ($6.44M), Atria Investments Inc ($5.39M), and Commonwealth Equity Services LLC ($5.08M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's institutional investors.

Of the 49 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($1.50M), Sanctuary Advisors LLC ($388.38K), Atria Investments Inc ($380.48K), Transcendent Capital Group LLC ($315.50K), Allianz Investment Management LLC ($287.05K), Authentikos Wealth Advisory LLC ($264.72K), and RFG Advisory LLC ($210.26K).

Institutional investors have bought a total of 2,693,588 shares in the last 24 months. This purchase volume represents approximately $79.06M in transactions.

Of the 24 institutional investors that sold AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Transcendent Capital Group LLC ($284.89K), Sanctuary Advisors LLC ($112.45K), Allianz Investment Management U.S. LLC ($89.54K), Outlook Wealth Advisors LLC ($58.10K), B.O.S.S. Retirement Advisors LLC ($48.54K), USA Financial Formulas ($36.39K), and World Investment Advisors ($32.20K).

Institutional investors have sold a total of 759,518 shares in the last 24 months. This volume of shares sold represents approximately $22.09M in transactions.


Related Companies

Institutional ownership data for BATS:JULU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel