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

$41.59 -0.05 (-0.12%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 50
Total Institutional Inflows (last 12 months): $107.41M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $24.30M

Get JULW Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Equity Buffer20 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.

JULW Institutional Buying and Selling by Quarter

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

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Advisory Solutions Group LLC	12,771	$521K	0.2%	N/A	0.210%
8/22/2026	Compass Financial Management LLC	865	$36K	0.0%	N/A	0.014%
7/8/2026	Midwest Financial Network LLC	21,732	$887K	0.6%	-13.1%	0.383%
6/4/2026	Midwest Financial Network LLC	25,009	$971K	0.8%	-17.0%	0.319%
5/19/2026	GTS Financial LLC	59,754	$2.32M	1.7%	N/A	0.761%
5/19/2026	Centaurus Financial Inc.	189,377	$7.35M	0.3%	-5.9%	2.412%
5/13/2026	Cetera Investment Advisers	228,448	$8.87M	0.0%	-0.6%	2.910%
5/7/2026	American Asset Management Inc.	150,999	$5.86M	5.1%	-1.2%	1.924%
5/6/2026	Forty three Eighteen Advisors LLC	27,827	$1.08M	0.8%	-7.3%	0.354%
5/6/2026	Independent Financial Group LLC	23,209	$901K	0.0%	N/A	0.296%
Get the Latest News and Ratings for JULW and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for AllianzIM U.S. Equity Buffer20 Jul ETF and its competitors with MarketBeat's FREE daily newsletter.
5/2/2026	Diversify Wealth Management LLC	35,101	$1.41M	0.0%	N/A	0.447%
4/30/2026	Elevated Capital Advisors LLC	95,852	$3.72M	0.9%	+81.9%	1.221%
4/30/2026	Kestra Advisory Services LLC	146,890	$5.70M	0.0%	+15.4%	1.871%
4/28/2026	B.O.S.S. Retirement Advisors LLC	81,235	$3.15M	1.0%	-6.5%	1.035%
4/27/2026	BIP Wealth LLC	65,719	$2.55M	0.1%	-3.0%	0.837%
4/27/2026	World Investment Advisors	116,771	$4.53M	0.1%	-3.0%	1.488%
4/23/2026	Networth Advisors LLC	3,049	$118K	0.1%	-8.2%	0.039%
4/21/2026	LifeWealth Investments LLC	31,350	$1.22M	0.4%	-21.0%	0.399%
4/21/2026	Aegis Wealth Management Inc.	34,797	$1.35M	1.1%	+5.2%	0.443%
4/20/2026	RFG Advisory LLC	70,976	$2.76M	0.1%	-10.9%	0.904%
4/15/2026	Nations Financial Group Inc. IA ADV	16,580	$643K	0.0%	-2.9%	0.211%
3/17/2026	Forty three Eighteen Advisors LLC	30,006	$1.17M	0.9%	N/A	0.389%
3/13/2026	World Investment Advisors	120,321	$4.71M	0.1%	N/A	1.559%
2/18/2026	OLD Mission Capital LLC	22,287	$872K	0.0%	N/A	0.289%
2/17/2026	Cetera Investment Advisers	229,887	$8.99M	0.0%	-34.2%	2.978%
2/17/2026	Osaic Holdings Inc.	344,879	$13.49M	0.0%	-6.6%	4.467%
2/16/2026	Barclays PLC	632	$25K	0.0%	N/A	0.008%
2/13/2026	Kestra Advisory Services LLC	127,334	$4.98M	0.0%	+6.0%	1.649%
2/13/2026	Advyzon Investment Management LLC	63,403	$2.48M	0.3%	+828.2%	0.821%
2/13/2026	Allianz SE	5,000	$196K	0.0%	N/A	0.065%
2/12/2026	Elevation Wealth Management LLC	10,160	$397K	0.4%	N/A	0.132%
2/12/2026	HRT Financial LP	6,305	$246K	0.0%	N/A	0.082%
2/12/2026	Commonwealth Equity Services LLC	1,309,856	$51.24M	0.1%	-8.4%	16.967%
2/12/2026	Great Lakes Retirement Inc.	57,516	$2.25M	0.2%	-4.7%	0.745%
2/11/2026	Stirlingshire Investments Inc.	9,867	$386K	0.3%	N/A	0.128%
2/11/2026	Howard Bailey Securities LLC	81,093	$3.17M	1.2%	+15.6%	1.050%
2/11/2026	LPL Financial LLC	254,632	$9.96M	0.0%	+31.3%	3.298%
2/11/2026	Allianz Investment Management LLC	95,296	$3.73M	2.3%	N/A	1.234%
2/10/2026	Clear Point Advisors Inc.	16,441	$643K	0.5%	-3.1%	0.213%
2/9/2026	Harbour Investments Inc.	38,892	$1.52M	0.0%	-22.2%	0.504%
Congress Just Opened the Floodgates (Ad) The House passed the Digital Asset Market Clarity Act 294 to 134, creating the most comprehensive financial technology framework in US history. JPMorgan, Citi, Bank of America and Wells Fargo are building a shared next generation payment network targeting 2027, and the DTCC just completed its first live production trades on the new system. Senior analyst Andy Howard breaks down the asset at the center of this shift in a free report. Get the free report before the new financial grid launches this fall.
2/6/2026	Lloyd Advisory Services LLC.	295,093	$11.54M	4.5%	+8.6%	3.822%
2/6/2026	Kingdom Financial Group LLC.	17,801	$696K	0.2%	+37.7%	0.231%
2/6/2026	IFP Advisors Inc	28,666	$1.12M	0.0%	+10.0%	0.371%
2/6/2026	Csenge Advisory Group	6,605	$258K	0.0%	-5.2%	0.086%
2/5/2026	Aegis Wealth Management Inc.	33,073	$1.29M	1.0%	N/A	0.428%
2/5/2026	Guardian Capital LLC	53,938	$2.11M	1.9%	N/A	0.699%
2/4/2026	World Investment Advisors	120,321	$4.71M	0.1%	N/A	1.559%
2/3/2026	RFG Advisory LLC	79,665	$3.12M	0.1%	+549.6%	1.032%
2/2/2026	B.O.S.S. Retirement Advisors LLC	86,852	$3.40M	1.1%	-38.1%	1.125%
1/30/2026	Simplicity Wealth LLC	6,106	$239K	0.0%	N/A	0.079%
1/30/2026	Strategic Blueprint LLC	9,024	$353K	0.0%	-88.6%	0.117%
1/28/2026	Joseph P. Lucia & Associates LLC	18,095	$708K	0.3%	-5.2%	0.234%
1/27/2026	Elevated Capital Advisors LLC	52,685	$2.06M	0.5%	-4.8%	0.682%
1/26/2026	LifeWealth Investments LLC	39,689	$1.55M	0.5%	-7.8%	0.514%
1/26/2026	SMART Wealth LLC	19,710	$771K	0.2%	N/A	0.255%
1/26/2026	Merit Financial Group LLC	8,067	$316K	0.0%	-29.7%	0.104%
1/26/2026	AE Wealth Management LLC	826,198	$32.32M	0.2%	-1.5%	10.702%
1/22/2026	Networth Advisors LLC	3,323	$130K	0.1%	N/A	0.043%
1/22/2026	Centennial Advisors LLC	30,610	$1.20M	1.6%	N/A	0.397%
1/21/2026	BIP Wealth LLC	67,719	$2.65M	0.1%	N/A	0.877%
1/21/2026	Long Island Wealth Management Inc.	122,681	$4.80M	2.3%	+0.7%	1.589%
1/14/2026	Spire Wealth Management	29,439	$1.15M	0.0%	-6.1%	0.381%
1/12/2026	Focus Financial Network Inc.	27,260	$1.07M	0.0%	-10.6%	0.349%
1/7/2026	American Asset Management Inc.	152,761	$5.98M	5.1%	-1.1%	1.958%
1/1/2026	JPMorgan Chase & Co.	13,194	$507K	0.0%	+3,504.9%	0.166%
11/20/2025	Centaurus Financial Inc.	202,661	$7.78M	0.4%	-17.9%	2.549%
11/17/2025	Susquehanna International Group LLP	20,529	$788K	0.0%	-58.9%	0.258%
11/17/2025	Citadel Advisors LLC	13,497	$518K	0.0%	N/A	0.170%
11/14/2025	Raymond James Financial Inc.	40,717	$1.56M	0.0%	+6.9%	0.512%
11/13/2025	GeoWealth Management LLC	1,093	$42K	0.0%	-91.8%	0.014%
11/13/2025	PFG Advisors	14,503	$557K	0.0%	+28.5%	0.182%
11/13/2025	Diversify Advisory Services LLC	35,600	$1.38M	0.0%	-5.1%	0.448%
11/12/2025	Consolidated Portfolio Review Corp	8,364	$321K	0.0%	N/A	0.105%
11/12/2025	Great Lakes Retirement Inc.	60,322	$2.32M	0.3%	N/A	0.759%
11/12/2025	Mason Investment Advisory Services Inc.	7,685	$295K	0.0%	N/A	0.097%
11/10/2025	First Heartland Consultants Inc.	8,301	$319K	0.0%	+41.1%	0.104%
11/10/2025	Advyzon Investment Management LLC	6,831	$262K	0.0%	N/A	0.086%
11/7/2025	JPMorgan Chase & Co.	13,194	$507K	0.0%	+3,504.9%	0.166%
11/6/2025	Compass Advisory Group LLC	45,781	$1.76M	0.5%	-1.4%	0.576%
11/6/2025	Long Island Wealth Management Inc.	121,858	$4.68M	2.3%	+0.3%	1.533%
11/5/2025	B.O.S.S. Retirement Advisors LLC	140,286	$5.39M	1.3%	N/A	1.765%
11/5/2025	American Asset Management Inc.	154,503	$5.93M	5.3%	-0.9%	1.943%
11/5/2025	Envestnet Asset Management Inc.	199,877	$7.68M	0.0%	+216.1%	2.514%
11/4/2025	Grantvest Financial Group LLC	16,008	$615K	0.4%	-13.2%	0.201%
11/4/2025	Howard Bailey Securities LLC	70,161	$2.70M	1.0%	N/A	0.883%
11/4/2025	Wealthgarden F.S. LLC	36,049	$1.39M	1.0%	-28.5%	0.453%
11/3/2025	AE Wealth Management LLC	838,935	$32.22M	0.2%	+11,862.6%	10.553%
10/30/2025	Kingdom Financial Group LLC.	12,932	$497K	0.3%	N/A	0.163%
10/30/2025	Lloyd Advisory Services LLC.	271,609	$10.43M	4.9%	N/A	3.416%
10/29/2025	FSR Wealth Management Ltd.	6,759	$260K	0.3%	N/A	0.085%
The ultimate IPO unicorn before Labor Day (Ad) Anthropic is now valued at over $1 trillion, more than every U.S. airline combined and larger than the U.S. defense budget. Its annualized revenue grew 80x in the first quarter, and an IPO could arrive as early as October. For a limited time, investors can access a report detailing how to explore a pre-IPO stake in Anthropic for $29, a 94% discount off the retail price. The package includes a year of Disruptors and Dominators, monthly stock ideas, and four special reports. Claim the discounted Anthropic pre-IPO report before Monday night's deadline.
10/28/2025	Nations Financial Group Inc. IA ADV	17,280	$664K	0.0%	-2.2%	0.217%
10/28/2025	Csenge Advisory Group	6,964	$267K	0.0%	N/A	0.088%
10/23/2025	Spire Wealth Management	31,357	$1.20M	0.0%	+557.8%	0.389%
10/23/2025	Strategic Blueprint LLC	79,159	$3.04M	0.1%	-4.4%	0.981%
10/22/2025	Commonwealth Equity Services LLC	1,430,220	$54.93M	0.1%	-1.5%	17.723%
10/20/2025	Quest 10 Wealth Builders Inc.	3,731	$143K	0.1%	N/A	0.046%
10/20/2025	DHJJ Financial Advisors Ltd.	6,191	$238K	0.1%	-4.7%	0.077%
10/20/2025	Joseph P. Lucia & Associates LLC	19,095	$733K	0.3%	+13.7%	0.237%
10/20/2025	LifeWealth Investments LLC	42,836	$1.65M	0.5%	N/A	0.531%
10/16/2025	Castle Rock Wealth Management LLC	24,619	$945K	0.2%	-1.2%	0.303%

JULW Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer20 Jul ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($51.24M), AE Wealth Management LLC ($32.32M), Osaic Holdings Inc. ($13.49M), Lloyd Advisory Services LLC. ($11.54M), LPL Financial LLC ($9.96M), Mid American Wealth Advisory Group Inc. ($9.71M), and Cetera Investment Advisers ($8.87M).Learn more on AllianzIM U.S. Equity Buffer20 Jul ETF's institutional investors.

Of the 71 institutional investors that purchased AllianzIM U.S. Equity Buffer20 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 ($832.67K), Lloyd Advisory Services LLC. ($295.09K), Mid American Wealth Advisory Group Inc. ($281.08K), World Investment Advisors ($240.64K), B.O.S.S. Retirement Advisors LLC ($147.77K), Envestnet Asset Management Inc. ($136.64K), and Commonwealth Equity Services LLC ($127.36K).

Institutional investors have bought a total of 2,778,021 shares in the last 24 months. This purchase volume represents approximately $107.41M in transactions.

Of the 34 institutional investors that sold AllianzIM U.S. Equity Buffer20 Jul ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($141.89K), Cetera Investment Advisers ($121.17K), Strategic Blueprint LLC ($73.82K), B.O.S.S. Retirement Advisors LLC ($59.05K), Centaurus Financial Inc. ($56.11K), Susquehanna International Group LLP ($29.40K), and Osaic Holdings Inc. ($24.20K).

Institutional investors have sold a total of 623,957 shares in the last 24 months. This volume of shares sold represents approximately $24.30M in transactions.

Related Companies

Institutional ownership data for BATS:JULW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

JULW Institutional Buying and Selling by Quarter

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

JULW Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer20 Jul ETF (BATS:JULW)

JULW Institutional Buying and Selling by Quarter

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

JULW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULW shares?

Which institutional investors have been buying AllianzIM U.S. Equity Buffer20 Jul ETF's stock?

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

Which of AllianzIM U.S. Equity Buffer20 Jul ETF's major shareholders have been selling company stock?

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools