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

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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)
38
Total
Institutional Inflows
(last 12 months)
$98.11M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$16.80M
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JULW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 OLD Mission Capital LLC12,042$415K0.0%N/A0.217%
5/14/2025 Kestra Advisory Services LLC152,292$5.25M0.0%-1.5%2.744%
5/13/2025 Nations Financial Group Inc. IA ADV18,237$629K0.0%-28.4%0.329%
5/9/2025 Atria Wealth Solutions Inc.77,251$2.66M0.0%-20.0%1.392%
5/9/2025 Commonwealth Equity Services LLC1,404,941$48.42M0.1%-4.0%25.314%
5/8/2025 Harbour Investments Inc.21,726$749K0.0%+3.2%0.391%
5/7/2025 LPL Financial LLC64,600$2.23M0.0%-2.2%1.164%
5/7/2025 American Asset Management Inc.156,880$5.41M5.4%-2.6%2.827%
5/6/2025 Cetera Investment Advisers275,716$9.50M0.0%+18.3%4.968%
5/6/2025 AE Wealth Management LLC6,270$216K0.0%-16.6%0.113%
5/5/2025 IFP Advisors Inc26,067$898K0.0%+62.2%0.470%
5/5/2025 Diversify Advisory Services LLC37,501$1.29M0.1%-9.6%0.676%
4/29/2025 Strategic Blueprint LLC90,311$3.11M0.2%-11.7%1.627%
4/24/2025 Elevated Capital Advisors LLC64,647$2.23M0.6%+4.3%1.165%
4/23/2025 Spire Wealth Management12,422$428K0.0%-29.5%0.224%
4/21/2025 Clear Point Advisors Inc.17,194$593K0.5%-7.2%0.310%
4/18/2025 DHJJ Financial Advisors Ltd.7,093$244K0.1%-7.1%0.128%
4/15/2025 Focus Financial Network Inc.25,142$867K0.0%-1.8%0.453%
4/9/2025 HBW Advisory Services LLC8,177$282K0.0%-6.1%0.163%
3/12/2025 Centaurus Financial Inc.135,978$4.77M0.3%-2.1%2.666%
2/17/2025 Cetera Investment Advisers233,103$8.17M0.0%+13.1%5.322%
2/14/2025 Jane Street Group LLC15,605$547K0.0%N/A0.356%
2/14/2025 Long Island Wealth Management Inc.46,934$1.65M1.0%-9.8%1.072%
2/14/2025 GeoWealth Management LLC9,101$319K0.0%-61.4%0.208%
2/13/2025 Raymond James Financial Inc.33,525$1.18M0.0%N/A0.765%
2/13/2025 Envestnet Asset Management Inc.106,100$3.72M0.0%-4.5%2.422%
2/12/2025Riggs Capital Management LLC11,249$394K0.4%N/A0.257%
2/11/2025 Grantvest Financial Group LLC18,476$648K0.7%N/A0.422%
2/11/2025 LPL Financial LLC66,080$2.32M0.0%+27.1%1.509%
2/10/2025 Commonwealth Equity Services LLC1,463,214$51.31M0.1%-0.6%33.407%
2/10/2025 Farther Finance Advisors LLC8,258$290K0.0%-39.7%0.189%
2/7/2025 Moors & Cabot Inc.5,750$202K0.0%-46.5%0.131%
2/6/2025 Raymond James Financial Inc.33,525$1.18M0.0%N/A0.765%
2/4/2025 Wealthgarden F.S. LLC51,837$1.82M1.7%N/A1.183%
1/31/2025Global Retirement Partners LLC1,500$53K0.0%N/A0.034%
1/31/2025 Atria Wealth Solutions Inc.96,529$3.39M0.0%-2.4%2.204%
1/30/2025 Nations Financial Group Inc. IA ADV25,467$893K0.1%-5.8%0.581%
1/29/2025 Focus Financial Network Inc.25,601$898K0.0%-1.8%0.584%
1/24/2025 Compass Advisory Group LLC46,591$1.63M0.6%-12.5%1.064%
1/23/2025 Strategic Blueprint LLC102,276$3.59M0.2%-57.3%2.335%
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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%
12/16/2024 SMART Wealth LLC19,574$676K0.3%N/A0.447%
11/15/2024 MML Investors Services LLC5,946$205K0.0%N/A0.136%
11/12/2024 Centaurus Financial Inc.138,954$4.80M0.3%-9.6%3.172%
11/8/2024 Moors & Cabot Inc.10,750$371K0.0%+74.8%0.245%
11/6/2024 BCGM Wealth Management LLC11,017$381K0.1%N/A0.252%
11/5/2024 First Heartland Consultants Inc.6,540$226K0.0%+5.1%0.149%
11/5/2024 Harbour Investments Inc.21,016$726K0.0%+98.9%0.480%
10/29/2024 Farther Finance Advisors LLC13,698$473K0.0%+151.8%0.313%
10/28/2024 Creative Financial Designs Inc. ADV1,167$40K0.0%N/A0.027%
10/28/2024 Focus Financial Network Inc.26,079$901K0.0%+12.3%0.595%
10/25/2024 Strategic Blueprint LLC239,713$8.28M0.5%-12.4%5.473%
10/24/2024 FSA Advisors Inc.6,786$226K0.2%N/A0.155%
10/23/2024 Outlook Wealth Advisors LLC120,687$4.17M1.2%+0.4%2.755%
10/23/2024 Great Lakes Retirement Inc.44,526$1.54M0.2%-2.3%1.017%
10/22/2024 DHJJ 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%
10/18/2024 Commonwealth Equity Services LLC1,471,569$50.83M0.1%+5.8%33.597%
10/16/2024 B.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%
10/9/2024 Castle 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%
9/23/2024 Centaurus Financial Inc.153,690$5.12M0.3%-28.2%3.509%
8/22/2024 Cetera Investment Advisers183,949$6.13M0.0%-6.5%4.200%
8/16/2024 Long Island Wealth Management Inc.52,059$1.73M1.2%-1.0%1.189%
8/13/2024 AE Wealth Management LLC1,291,188$43.01M0.4%+8,183.7%29.479%
8/8/2024 Envestnet Asset Management Inc.58,337$1.94M0.0%-6.3%1.332%
8/6/2024 Lloyd Advisory Services LLC.234,697$7.82M3.7%N/A5.358%
7/31/2024 Commonwealth Equity Services LLC1,391,009$46.34M0.1%+0.2%31.758%
7/29/2024 Nations Financial Group Inc. IA ADV27,217$907K0.1%-4.7%0.621%
7/27/2024 Strategic Blueprint LLC273,727$9.12M0.6%+3.2%6.249%
7/26/2024 Harbour Investments Inc.10,567$352K0.0%+9.3%0.241%
7/25/2024 First Heartland Consultants Inc.6,220$207K0.0%-6.1%0.142%
7/25/2024 Pineridge Advisors LLC1,294$43K0.0%+212.6%0.030%
7/25/2024 POM Investment Strategies LLC12,593$419K0.3%N/A0.288%
7/22/2024 Atria Wealth Solutions Inc.67,102$2.24M0.0%+47.3%1.532%
7/22/2024 Focus 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%
7/16/2024 Envestnet 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%
7/15/2024 RFG Advisory LLC14,976$499K0.0%-2.0%0.342%
7/12/2024 Diversify Advisory Services LLC41,501$1.40M0.1%N/A0.948%
7/12/2024 DHJJ Financial Advisors Ltd.8,475$282K0.1%-5.2%0.193%
7/10/2024 Csenge Advisory Group18,903$630K0.0%+72.3%0.432%
5/24/2024Cetera Advisors LLC32,411$1.06M0.0%-52.5%0.740%
5/24/2024 Cetera Investment Advisers196,746$6.42M0.0%+116.1%4.492%
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5/10/2024 Osaic Holdings Inc.368,127$12.01M0.0%-33.0%8.217%
5/6/2024 Envestnet Portfolio Solutions Inc.13,162$429K0.0%+16.8%0.294%
5/4/2024 Csenge Advisory Group10,973$358K0.0%-21.4%0.245%
4/29/2024 Commonwealth Equity Services LLC1,387,880$45.26M0.1%-6.8%30.979%
4/23/2024 Nations Financial Group Inc. IA ADV28,565$932K0.1%-27.5%0.610%
4/23/2024 Strategic Blueprint LLC265,277$8.65M0.6%+6.9%5.668%
4/23/2024 Accurate Wealth Management LLC7,040$226K0.1%-8.0%0.150%
4/11/2024 RFG Advisory LLC15,278$498K0.0%-88.0%0.326%
3/1/2024 Pineridge Advisors LLC1,665$52K0.0%N/A0.024%
2/26/2024 Centaurus Financial Inc.216,018$6.74M0.5%-1.8%3.167%
(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, 68 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 ($48.42M), Osaic Holdings Inc. ($12.01M), Mid American Wealth Advisory Group Inc. ($9.71M), Cetera Investment Advisers ($9.50M), Lloyd Advisory Services LLC. ($7.82M), Cetera Advisor Networks LLC ($5.88M), and American Asset Management Inc. ($5.41M).Learn more on JULW's institutional investors.

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

Of the 59 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 ($522.07K), Lloyd Advisory Services LLC. ($305.63K), Mid American Wealth Advisory Group Inc. ($281.08K), Cetera Investment Advisers ($175.34K), Outlook Wealth Advisors LLC ($171.84K), and American Asset Management Inc. ($162.12K).

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

Institutional investors have bought a total of 6,021,597 shares in the last 24 months. This purchase volume represents approximately $190.75M in transactions.

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

Of the 34 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 ($239.27K), Strategic Blueprint LLC ($183.42K), RFG Advisory LLC ($114.99K), Centaurus Financial Inc. ($82.02K), Cetera Advisors LLC ($37.44K), and LPL Financial LLC ($30.69K).

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

Institutional investors have sold a total of 1,156,610 shares in the last 24 months. This volume of shares sold represents approximately $38.00M in transactions.



This page (NYSEARCA:JULW) was last updated on 5/23/2025 by MarketBeat.com Staff
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