Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free JULW Stock Alerts

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

$40.65 +0.03 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$114.92M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$28.89M
Get JULW Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Large Cap 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.
Skip Chart & View Institutional Buying and Selling Data

JULW Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Midwest Financial Network LLC21,732$887K0.6%-13.1%0.383%
6/4/2026 Midwest Financial Network LLC25,009$971K0.8%-17.0%0.319%
5/19/2026GTS Financial LLC59,754$2.32M1.7%N/A0.761%
5/19/2026Centaurus Financial Inc.189,377$7.35M0.3%-5.9%2.412%
5/13/2026Cetera Investment Advisers228,448$8.87M0.0%-0.6%2.910%
5/7/2026 American Asset Management Inc.150,999$5.86M5.1%-1.2%1.924%
5/6/2026Forty three Eighteen Advisors LLC27,827$1.08M0.8%-7.3%0.354%
5/6/2026 Independent Financial Group LLC23,209$901K0.0%N/A0.296%
5/2/2026Diversify Wealth Management LLC35,101$1.41M0.0%N/A0.447%
4/30/2026Elevated Capital Advisors LLC95,852$3.72M0.9%+81.9%1.221%
4/30/2026Kestra Advisory Services LLC146,890$5.70M0.0%+15.4%1.871%
4/28/2026 B.O.S.S. Retirement Advisors LLC81,235$3.15M1.0%-6.5%1.035%
4/27/2026BIP Wealth LLC65,719$2.55M0.1%-3.0%0.837%
4/27/2026World Investment Advisors116,771$4.53M0.1%-3.0%1.488%
4/23/2026 Networth Advisors LLC3,049$118K0.1%-8.2%0.039%
4/21/2026 LifeWealth Investments LLC31,350$1.22M0.4%-21.0%0.399%
4/21/2026 Aegis Wealth Management Inc.34,797$1.35M1.1%+5.2%0.443%
4/20/2026 RFG Advisory LLC70,976$2.76M0.1%-10.9%0.904%
4/15/2026 Nations Financial Group Inc. IA ADV16,580$643K0.0%-2.9%0.211%
3/17/2026Forty three Eighteen Advisors LLC30,006$1.17M0.9%N/A0.389%
3/13/2026World Investment Advisors120,321$4.71M0.1%N/A1.559%
2/18/2026OLD Mission Capital LLC22,287$872K0.0%N/A0.289%
2/17/2026Cetera Investment Advisers229,887$8.99M0.0%-34.2%2.978%
2/17/2026Osaic Holdings Inc.344,879$13.49M0.0%-6.6%4.467%
2/16/2026Barclays PLC632$25K0.0%N/A0.008%
2/13/2026Kestra Advisory Services LLC127,334$4.98M0.0%+6.0%1.649%
2/13/2026Advyzon Investment Management LLC63,403$2.48M0.3%+828.2%0.821%
2/13/2026Allianz SE5,000$196K0.0%N/A0.065%
2/12/2026Elevation Wealth Management LLC10,160$397K0.4%N/A0.132%
2/12/2026HRT Financial LP6,305$246K0.0%N/A0.082%
2/12/2026Commonwealth Equity Services LLC1,309,856$51.24M0.1%-8.4%16.967%
2/12/2026Great Lakes Retirement Inc.57,516$2.25M0.2%-4.7%0.745%
2/11/2026Stirlingshire Investments Inc.9,867$386K0.3%N/A0.128%
2/11/2026Howard Bailey Securities LLC81,093$3.17M1.2%+15.6%1.050%
2/11/2026LPL Financial LLC254,632$9.96M0.0%+31.3%3.298%
2/11/2026Allianz Investment Management LLC95,296$3.73M2.3%N/A1.234%
2/10/2026Clear Point Advisors Inc.16,441$643K0.5%-3.1%0.213%
2/9/2026Harbour Investments Inc.38,892$1.52M0.0%-22.2%0.504%
2/6/2026Lloyd Advisory Services LLC.295,093$11.54M4.5%+8.6%3.822%
2/6/2026Kingdom Financial Group LLC.17,801$696K0.2%+37.7%0.231%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/6/2026 IFP Advisors Inc28,666$1.12M0.0%+10.0%0.371%
2/6/2026Csenge Advisory Group6,605$258K0.0%-5.2%0.086%
2/5/2026 Aegis Wealth Management Inc.33,073$1.29M1.0%N/A0.428%
2/5/2026Guardian Capital LLC53,938$2.11M1.9%N/A0.699%
2/4/2026World Investment Advisors120,321$4.71M0.1%N/A1.559%
2/3/2026 RFG Advisory LLC79,665$3.12M0.1%+549.6%1.032%
2/2/2026 B.O.S.S. Retirement Advisors LLC86,852$3.40M1.1%-38.1%1.125%
1/30/2026Simplicity Wealth LLC6,106$239K0.0%N/A0.079%
1/30/2026 Strategic Blueprint LLC9,024$353K0.0%-88.6%0.117%
1/28/2026Joseph P. Lucia & Associates LLC18,095$708K0.3%-5.2%0.234%
1/27/2026Elevated Capital Advisors LLC52,685$2.06M0.5%-4.8%0.682%
1/26/2026 LifeWealth Investments LLC39,689$1.55M0.5%-7.8%0.514%
1/26/2026SMART Wealth LLC19,710$771K0.2%N/A0.255%
1/26/2026 Merit Financial Group LLC8,067$316K0.0%-29.7%0.104%
1/26/2026AE Wealth Management LLC826,198$32.32M0.2%-1.5%10.702%
1/22/2026 Networth Advisors LLC3,323$130K0.1%N/A0.043%
1/22/2026Centennial Advisors LLC30,610$1.20M1.6%N/A0.397%
1/21/2026BIP Wealth LLC67,719$2.65M0.1%N/A0.877%
1/21/2026Long Island Wealth Management Inc.122,681$4.80M2.3%+0.7%1.589%
1/14/2026 Spire Wealth Management29,439$1.15M0.0%-6.1%0.381%
1/12/2026 Focus Financial Network Inc.27,260$1.07M0.0%-10.6%0.349%
1/7/2026 American Asset Management Inc.152,761$5.98M5.1%-1.1%1.958%
1/1/2026JPMorgan Chase & Co.13,194$507K0.0%+3,504.9%0.166%
11/20/2025Centaurus Financial Inc.202,661$7.78M0.4%-17.9%2.549%
11/17/2025Susquehanna International Group LLP20,529$788K0.0%-58.9%0.258%
11/17/2025Citadel Advisors LLC13,497$518K0.0%N/A0.170%
11/14/2025Raymond James Financial Inc.40,717$1.56M0.0%+6.9%0.512%
11/13/2025GeoWealth Management LLC1,093$42K0.0%-91.8%0.014%
11/13/2025 PFG Advisors14,503$557K0.0%+28.5%0.182%
11/13/2025Diversify Advisory Services LLC35,600$1.38M0.0%-5.1%0.448%
11/12/2025 Consolidated Portfolio Review Corp8,364$321K0.0%N/A0.105%
11/12/2025Great Lakes Retirement Inc.60,322$2.32M0.3%N/A0.759%
11/12/2025Mason Investment Advisory Services Inc.7,685$295K0.0%N/A0.097%
11/10/2025 First Heartland Consultants Inc.8,301$319K0.0%+41.1%0.104%
11/10/2025Advyzon Investment Management LLC6,831$262K0.0%N/A0.086%
11/7/2025JPMorgan Chase & Co.13,194$507K0.0%+3,504.9%0.166%
11/6/2025Compass Advisory Group LLC45,781$1.76M0.5%-1.4%0.576%
11/6/2025Long Island Wealth Management Inc.121,858$4.68M2.3%+0.3%1.533%
11/5/2025 B.O.S.S. Retirement Advisors LLC140,286$5.39M1.3%N/A1.765%
11/5/2025 American Asset Management Inc.154,503$5.93M5.3%-0.9%1.943%
11/5/2025Envestnet Asset Management Inc.199,877$7.68M0.0%+216.1%2.514%
11/4/2025Grantvest Financial Group LLC16,008$615K0.4%-13.2%0.201%
11/4/2025Howard Bailey Securities LLC70,161$2.70M1.0%N/A0.883%
11/4/2025Wealthgarden F.S. LLC36,049$1.39M1.0%-28.5%0.453%
11/3/2025AE Wealth Management LLC838,935$32.22M0.2%+11,862.6%10.553%
10/30/2025Kingdom Financial Group LLC.12,932$497K0.3%N/A0.163%
10/30/2025Lloyd Advisory Services LLC.271,609$10.43M4.9%N/A3.416%
10/29/2025 FSR Wealth Management Ltd.6,759$260K0.3%N/A0.085%
10/28/2025 Nations Financial Group Inc. IA ADV17,280$664K0.0%-2.2%0.217%
10/28/2025Csenge Advisory Group6,964$267K0.0%N/A0.088%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/23/2025 Spire Wealth Management31,357$1.20M0.0%+557.8%0.389%
10/23/2025 Strategic Blueprint LLC79,159$3.04M0.1%-4.4%0.981%
10/22/2025Commonwealth Equity Services LLC1,430,220$54.93M0.1%-1.5%17.723%
10/20/2025Quest 10 Wealth Builders Inc.3,731$143K0.1%N/A0.046%
10/20/2025DHJJ Financial Advisors Ltd.6,191$238K0.1%-4.7%0.077%
10/20/2025Joseph P. Lucia & Associates LLC19,095$733K0.3%+13.7%0.237%
10/20/2025 LifeWealth Investments LLC42,836$1.65M0.5%N/A0.531%
10/16/2025 Castle Rock Wealth Management LLC24,619$945K0.2%-1.2%0.303%
10/15/2025 Cypress Wealth Services LLC26,852$1.03M0.2%N/A0.330%
10/10/2025 Focus Financial Network Inc.30,509$1.17M0.0%+7.2%0.375%


JULW Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 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 ($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. Large Cap Buffer20 Jul ETF's institutional investors.

Of the 72 institutional investors that purchased AllianzIM U.S. Large Cap 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 ($2.11M), Lloyd Advisory Services LLC. ($529.79K), 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 ($130.49K).

Institutional investors have bought a total of 2,981,328 shares in the last 24 months. This purchase volume represents approximately $114.92M in transactions.

Of the 35 institutional investors that sold AllianzIM U.S. Large Cap 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), Osaic Holdings Inc. ($88.60K), Strategic Blueprint LLC ($81.29K), B.O.S.S. Retirement Advisors LLC ($59.05K), Centaurus Financial Inc. ($56.11K), and Envestnet Asset Management Inc. ($42.99K).

Institutional investors have sold a total of 747,383 shares in the last 24 months. This volume of shares sold represents approximately $28.89M in transactions.


Related Companies

This page (NYSEARCA:JULW) was last updated on 7/25/2026 by MarketBeat.com Staff.
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
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
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | 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
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel