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

$35.70
+0.36 (+1.02%)
(As of 05/3/2024 ET)

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)
$51.26M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.01M
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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
4/29/2024Commonwealth Equity Services LLC132,905$4.77M0.0%-41.7%14.767%
4/23/2024 Nations 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%
2/13/2024 Lloyd 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%
1/26/2024 B.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%
1/8/2024 B.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%
11/1/2023 Money Concepts Capital Corp15,427$476K0.1%+8.7%0.724%
10/30/2023 Blue 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%
10/17/2023 B.O.S.S. Retirement Advisors LLC21,009$648K0.1%N/A0.986%
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%
8/1/2023 Money Concepts Capital Corp14,186$449K0.0%N/A0.666%
7/26/2023 Creative 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, 21 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 ($38.10M), Commonwealth Equity Services LLC ($4.77M), Osaic Holdings Inc. ($2.62M), Lloyd Advisory Services LLC. ($1.53M), Corrado Advisors LLC ($1.49M), B.O.S.S. Retirement Advisors LLC ($769K), and Cetera Advisor Networks LLC ($721K).Learn more on JULT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Jul ETF stock?

Of the 18 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 ($1.23M), Commonwealth Equity Services LLC ($182.90K), Corrado Advisors LLC ($48.82K), Lloyd Advisory Services LLC. ($45.44K), Atria Wealth Solutions Inc. ($25.44K), B.O.S.S. Retirement Advisors LLC ($22.89K), and Kaye Capital Management ($18.64K).

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

Institutional investors have bought a total of 1,631,182 shares in the last 24 months. This purchase volume represents approximately $51.26M in transactions.

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

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Jul ETF stock in the last 24 months: Commonwealth Equity Services LLC ($94.89K), Atria Wealth Solutions Inc. ($8.50K), Kaye Capital Management ($3.92K), Great Lakes Retirement Inc. ($2.66K), B.O.S.S. Retirement Advisors LLC ($1.11K), Cetera Advisor Networks LLC ($984.00), and Centaurus Financial Inc. ($667.00).

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

Institutional investors have sold a total of 113,369 shares in the last 24 months. This volume of shares sold represents approximately $4.01M in transactions.


This page (NYSEARCA:JULT) was last updated on 5/5/2024 by MarketBeat.com Staff

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