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

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+0.03 (+0.09%)
(As of 05/17/2024 ET)
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Stock AnalysisChartHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$92.64M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$21.20M
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JULW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/29/2024Commonwealth 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%
2/13/2024 Cetera Advisor Networks LLC188,597$5.88M0.0%+5.8%2.765%
2/13/2024 Lloyd Advisory Services LLC.70,931$2.21M1.0%N/A1.040%
2/12/2024Focus Financial Network Inc. ADV20,371$636K0.0%N/A0.299%
2/9/2024 Nations Financial Group Inc. IA ADV39,402$1.23M0.1%-5.3%0.578%
2/8/2024 First Heartland Consultants Inc.6,625$207K0.0%-4.5%0.097%
2/7/2024 Avantax Advisory Services Inc.7,324$229K0.0%-23.5%0.107%
2/7/2024 Envestnet Portfolio Solutions Inc.11,269$352K0.0%N/A0.165%
2/6/2024Commonwealth Equity Services LLC1,489,088$46.46M0.1%-4.6%21.834%
2/2/2024 Atria Wealth Solutions Inc.58,638$1.83M0.0%-0.9%0.860%
1/30/2024 DHJJ Financial Advisors Ltd.8,987$280K0.1%-5.3%0.132%
1/29/2024 Outlook Wealth Advisors LLC51,156$1.60M0.6%+120.7%0.750%
1/29/2024 Koshinski Asset Management Inc.11,330$353K0.1%N/A0.166%
1/29/2024 Compass Advisory Group LLC56,276$1.76M0.8%+8.7%0.825%
1/26/2024 B.O.S.S. Retirement Advisors LLC120,791$3.77M0.7%-5.0%1.771%
1/25/2024 RFG Advisory LLC127,584$3.98M0.2%-1.8%1.871%
1/25/2024 Strategic Blueprint LLC248,094$7.74M0.6%+4.1%3.638%
1/18/2024 Great Lakes Retirement Inc.25,005$780K0.1%-10.8%0.367%
1/16/2024 Kingswood Wealth Advisors LLC7,075$221K0.0%N/A0.104%
1/8/2024 B.O.S.S. Retirement Advisors LLC120,269$3.53M0.7%-5.4%1.763%
1/5/2024 WealthPLAN Partners LLC18,349$572K0.1%+14.2%0.269%
11/16/2023Harbour Investments Inc.10,885$320K0.0%+13.9%0.160%
11/15/2023 WealthPlan Investment Management LLC16,073$472K0.1%+229,514.3%0.236%
11/13/2023Wealthsource Partners LLC42,437$1.25M0.1%+2.3%0.622%
11/13/2023 Kestra Advisory Services LLC169,052$4.97M0.0%+46.8%2.479%
11/9/2023 First Heartland Consultants Inc.6,940$204K0.0%N/A0.102%
11/8/2023 Atria Wealth Solutions Inc.59,184$1.74M0.0%+48.3%0.868%
11/8/2023 Avantax Advisory Services Inc.9,570$281K0.0%N/A0.140%
11/6/2023 Authentikos Wealth Advisory LLC43,195$1.27M1.2%-6.0%0.633%
11/6/2023 Lincoln National Corp22,413$659K0.0%+9.8%0.329%
11/2/2023 WealthPlan Investment Management LLC16,073$472K0.1%+229,514.3%0.236%
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11/1/2023 Csenge Advisory Group15,015$441K0.0%N/A0.220%
10/24/2023 Compass Advisory Group LLC51,768$1.52M0.8%+115.3%0.759%
10/23/2023 Accurate Wealth Management LLC7,650$227K0.1%N/A0.112%
10/23/2023Commonwealth Equity Services LLC1,560,520$45.85M0.1%+27.0%22.882%
10/18/2023 Strategic Blueprint LLC238,428$7.01M0.6%+43.3%3.496%
10/17/2023 B.O.S.S. Retirement Advisors LLC127,148$3.74M0.8%+1.7%1.864%
10/17/2023 Impact Partnership Wealth LLC3,451$101K0.0%+34.3%0.051%
10/16/2023 RFG Advisory LLC129,963$3.82M0.2%N/A1.906%
10/12/2023 AdvisorNet Financial Inc4,453$131K0.0%+186.7%0.065%
10/11/2023 AE Wealth Management LLC1,649,547$48.47M0.3%+8.6%24.187%
10/10/2023 DHJJ Financial Advisors Ltd.9,485$279K0.1%-6.5%0.139%
10/10/2023 Outlook Wealth Advisors LLC23,182$681K0.3%+3.3%0.340%
8/11/2023 Kestra Advisory Services LLC115,141$3.43M0.0%+194.1%1.688%
8/10/2023 Osaic Holdings Inc.298,285$8.89M0.0%-24.0%4.374%
8/10/2023Commonwealth Equity Services LLC1,228,744$36.62M0.1%+9.5%18.017%
8/10/2023 Cetera Advisors LLC38,520$1.15M0.0%-4.1%0.565%
8/10/2023 Cetera Advisor Networks LLC132,712$3.96M0.0%-16.6%1.946%
8/10/2023 Cetera Investment Advisers14,640$436K0.0%-22.4%0.215%
8/8/2023 Allianz Investment Management U.S. LLC5,000$149K0.0%N/A0.073%
8/7/2023 Lincoln National Corp20,418$608K0.0%N/A0.299%
8/4/2023 Envestnet Asset Management Inc.71,547$2.13M0.0%+116.8%1.049%
8/3/2023 Atria Wealth Solutions Inc.39,911$1.19M0.0%+252.4%0.585%
8/3/2023 Great Lakes Retirement Inc.29,053$866K0.2%+75.3%0.426%
7/31/2023 LPL Financial LLC17,415$519K0.0%-62.6%0.255%
7/31/2023 WealthPLAN Partners LLC8,131$242K0.0%N/A0.119%
7/28/2023 DHJJ Financial Advisors Ltd.10,140$302K0.2%N/A0.149%
7/20/2023 Authentikos Wealth Advisory LLC45,965$1.37M1.3%N/A1.082%
7/18/2023 Compass Advisory Group LLC24,042$716K0.4%N/A0.566%
7/17/2023 Impact Partnership Wealth LLC2,570$77K0.0%N/A0.060%
7/14/2023 AdvisorNet Financial Inc1,553$46K0.0%N/A0.037%
7/13/2023 HB Wealth Management LLC9,357$279K0.0%N/A0.220%
7/10/2023 B.O.S.S. Retirement Advisors LLC125,034$3.73M0.8%N/A2.942%
7/10/2023 AE Wealth Management LLC1,519,143$45.27M0.3%N/A35.745%
7/10/2023 Outlook Wealth Advisors LLC22,431$668K0.3%N/A0.528%
6/14/2023 Atria Wealth Solutions Inc.11,327$305K0.0%N/A0.257%
5/11/2023Commonwealth Equity Services LLC1,122,141$31.56M0.1%N/A25.503%
(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, 39 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF. The most heavily invested institutionals were AE Wealth Management LLC ($48.47M), Commonwealth Equity Services LLC ($45.26M), Osaic Holdings Inc. ($12.01M), Strategic Blueprint LLC ($8.65M), Centaurus Financial Inc. ($6.74M), Cetera Advisor Networks LLC ($5.88M), and Kestra Advisory Services LLC ($4.97M).Learn more on JULW's institutional investors.

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

Of the 33 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 ($1.65M), Commonwealth Equity Services LLC ($1.56M), RFG Advisory LLC ($129.96K), Kestra Advisory Services LLC ($129.90K), B.O.S.S. Retirement Advisors LLC ($127.15K), Strategic Blueprint LLC ($98.91K), and Lloyd Advisory Services LLC. ($70.93K).

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

Institutional investors have bought a total of 4,233,215 shares in the last 24 months. This purchase volume represents approximately $124.21M in transactions.

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

Of the 18 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 ($172.64K), RFG Advisory LLC ($114.69K), LPL Financial LLC ($29.21K), Cetera Advisor Networks LLC ($26.36K), B.O.S.S. Retirement Advisors LLC ($13.24K), and Nations Financial Group Inc. IA ADV ($13.03K).

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

Institutional investors have sold a total of 668,192 shares in the last 24 months. This volume of shares sold represents approximately $21.20M in transactions.


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This page (NYSEARCA:JULW) was last updated on 5/19/2024 by MarketBeat.com Staff

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