JULU Institutional Ownership
AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
1W: -0.3%
1M: +0.4%
YTD: +0.1%
$32.57
+0.12 (+0.37%)
Weekly Expected Move ±1.1%
$32
$32
$33
$33
$33
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — JULU
64
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
73M
Total Invested
11
New Positions
5
Increased
42
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC NEW | 692,163 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Allianz SE | 437,176 | $14M | +39,354 | +9.9% | 3Q | SEC ↗ |
| 3 | Sanctuary Advisors, LLC | 263,333 | $9M | — | +0.0% | 8Q | SEC ↗ |
| 4 | RFG Advisory, LLC | 200,658 | $7M | +6,227 | +3.2% | 7Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 168,920 | $6M | -981 | -0.6% | 8Q | SEC ↗ |
| 6 | STEPHENS INC /AR | 112,869 | $4M | -2,449 | -2.1% | 8Q | SEC ↗ |
| 7 | USA FINANCIAL FORMULAS NEW | 74,638 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | USA FINANCIAL FORMULAS | 65,966 | $2M | -3,931 | -5.6% | 5Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 52,303 | $2M | -4,008 | -7.1% | 8Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 21,991 | $716K | -356 | -1.6% | 4Q | SEC ↗ |
| 11 | NBZ Investment Advisors LLC | 20,303 | $661K | -154 | -0.8% | 7Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 19,068 | $621K | -331 | -1.7% | 8Q | SEC ↗ |
| 13 | AE Wealth Management LLC | 18,956 | $617K | -1,486,411 | -98.7% | 6Q | SEC ↗ |
| 14 | PARK AVENUE SECURITIES LLC | 18,070 | $589K | — | +0.0% | 4Q | SEC ↗ |
| 15 | Arax Advisory Partners | 17,311 | $564K | +2,537 | +17.2% | 3Q | SEC ↗ |
| 16 | World Investment Advisors | 16,074 | $524K | -1,917 | -10.7% | 3Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 16,051 | $523K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 14,856 | $484K | -511 | -3.3% | 8Q | SEC ↗ |
| 19 | Grantvest Financial Group LLC | 13,860 | $451K | -1,077 | -7.2% | 7Q | SEC ↗ |
| 20 | Transcendent Capital Group LLC | 13,437 | $438K | -1,237 | -8.4% | 6Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC NEW | 11,481 | $374K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Elevated Capital Advisors, LLC | 10,646 | $347K | -9,390 | -46.9% | 2Q | SEC ↗ |
| 23 | Range Financial Group LLC | 9,595 | $313K | -1,200 | -11.1% | 4Q | SEC ↗ |
| 24 | Southland Equity Partners LLC | 8,697 | $283K | — | +0.0% | 8Q | SEC ↗ |
| 25 | HRT FINANCIAL LP NEW | 8,454 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 26 | IFP Advisors, Inc | 6,130 | $200K | +1,939 | +46.3% | 4Q | SEC ↗ |
| 27 | CENTAURUS FINANCIAL, INC. | 4,111 | $134K | -230 | -5.3% | 4Q | SEC ↗ |
| 28 | IFG Advisory, LLC NEW | 3,488 | $114K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Mosley Wealth Management | 1,862 | $61K | +1,643 | +750.2% | 2Q | SEC ↗ |
| 30 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $33K | — | +0.0% | 7Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC NEW | 945 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 670 | $22K | -316 | -32.0% | 8Q | SEC ↗ |
| 33 | POM Investment Strategies, LLC | 281 | $9K | -103,497 | -99.7% | 2Q | SEC ↗ |
| 34 | UBS Group AG NEW | 251 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 35 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 107 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Lloyd Advisory Services, LLC. | 64 | $2K | -4,184 | -98.5% | 6Q | SEC ↗ |
| 37 | Geneos Wealth Management Inc. | 59 | $2K | — | +0.0% | 4Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 16 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 39 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 16 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 40 | ASSETMARK, INC | 13 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 41 | Kingdom Financial Group LLC. | 0 | $0K | -4,248 | -100.0% | 2Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC | 0 | $0K | -14,851 | -100.0% | 1Q | SEC ↗ |
| 43 | US BANCORP \DE | 0 | $0K | -53 | -100.0% | 1Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 0 | $0K | -18,241 | -100.0% | 1Q | SEC ↗ |
| 45 | FWG Investments, LLC. | 0 | $0K | -59,081 | -100.0% | 3Q | SEC ↗ |
| 46 | Csenge Advisory Group | 0 | $0K | -30,004 | -100.0% | 3Q | SEC ↗ |
| 47 | Wellment Financial | 0 | $0K | -135,571 | -100.0% | 3Q | SEC ↗ |
| 48 | FSA Advisors, Inc. | 0 | $0K | -39,538 | -100.0% | 3Q | SEC ↗ |
| 49 | Centennial Advisors, LLC | 0 | $0K | -9,697 | -100.0% | 2Q | SEC ↗ |
| 50 | Key Capital Management, INC | 0 | $0K | -4,078 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Foundations Investment Advisors, LL | 692,163 | $23M |
| USA FINANCIAL FORMULAS | 74,638 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,051 | $523K |
| RAYMOND JAMES FINANCIAL INC | 11,481 | $374K |
| HRT FINANCIAL LP | 8,454 | $275K |
| IFG Advisory, LLC | 3,488 | $114K |
| Farther Finance Advisors, LLC | 945 | $31K |
| UBS Group AG | 251 | $8K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 107 | $3K |
| Integrated Wealth Concepts LLC | 16 | $1K |
| COMPASS FINANCIAL MANAGEMENT LLC | 16 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Authentikos Wealth Advisory, LLC | 246,061 | $8M |
| Wellment Financial | 135,571 | $4M |
| SMART Wealth LLC | 75,360 | $2M |
| FWG Investments, LLC. | 59,081 | $2M |
| Outlook Wealth Advisors, LLC | 58,460 | $2M |
| Golden Reserve Retirement LLC | 42,098 | $1M |
| FSA Advisors, Inc. | 39,538 | $1M |
| Integrated Wealth Management | 37,810 | $1M |
| Networth Advisors, LLC | 32,953 | $1M |
| Csenge Advisory Group | 30,004 | $977K |
| Aegis Wealth Management, Inc. | 25,043 | $816K |
| HOWARD BAILEY SECURITIES, LLC | 23,929 | $779K |
| JPMORGAN CHASE & CO | 23,024 | $750K |
| Quest 10 Wealth Builders, Inc. | 19,826 | $646K |
| CITADEL ADVISORS LLC | 18,241 | $594K |
| B.O.S.S. Retirement Advisors, LLC | 17,504 | $570K |
| LifeWealth Investments, LLC | 15,703 | $511K |
| OLD MISSION CAPITAL LLC | 14,851 | $484K |
| Blackston Financial Advisory Group, | 13,143 | $428K |
| Atria Investments, Inc | 12,999 | $423K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Allianz SE | +39,354 | +9.9% | 437,176 |
| RFG Advisory, LLC | +6,227 | +3.2% | 200,658 |
| Arax Advisory Partners | +2,537 | +17.2% | 17,311 |
| IFP Advisors, Inc | +1,939 | +46.3% | 6,130 |
| Mosley Wealth Management | +1,643 | +750.2% | 1,862 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -1,486,411 | -98.7% | 18,956 |
| POM Investment Strategies, LLC | -103,497 | -99.7% | 281 |
| Elevated Capital Advisors, LLC | -9,390 | -46.9% | 10,646 |
| Lloyd Advisory Services, LLC. | -4,184 | -98.5% | 64 |
| OSAIC HOLDINGS, INC. | -4,008 | -7.1% | 52,303 |
| USA FINANCIAL FORMULAS | -3,931 | -5.6% | 65,966 |
| STEPHENS INC /AR | -2,449 | -2.1% | 112,869 |
| World Investment Advisors | -1,917 | -10.7% | 16,074 |
| Transcendent Capital Group LLC | -1,237 | -8.4% | 13,437 |
| Range Financial Group LLC | -1,200 | -11.1% | 9,595 |
| Grantvest Financial Group LLC | -1,077 | -7.2% | 13,860 |
| COMMONWEALTH EQUITY SERVICES, LLC | -981 | -0.6% | 168,920 |
| Cetera Investment Advisers | -511 | -3.3% | 14,856 |
| ENVESTNET ASSET MANAGEMENT INC | -356 | -1.6% | 21,991 |
| Kestra Advisory Services, LLC | -331 | -1.7% | 19,068 |
| HARBOUR INVESTMENTS, INC. | -316 | -32.0% | 670 |
| CENTAURUS FINANCIAL, INC. | -230 | -5.3% | 4,111 |
| NBZ Investment Advisors LLC | -154 | -0.8% | 20,303 |