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AllianzIM U.S. Equity Buffer15 Uncapped Jul
JULU • BATS
AllianzIM U.S. Equity Buffer15 Uncapped Jul is a publicly traded company on BATS. As of Q3 2025, 39 institutional investors hold shares in this company, with total holdings valued at $86.3M. AE Wealth Management LLC is the largest holder with a position valued at $43.6M.
Overview
Overview of institutional ownership in JULU as of Q3 2025
All Institutions
- Institutions
- 39
- Value Held
- $86.3M
- Shares Held
- 3.0M
- Avg Position
- $2.2M
- Median Position
- $568.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in JULU as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $43.6M 0.29% of portfolio |
 Authentikos Wealth Advisory, LLC RIA/Wealth | $7.7M 5.68% of portfolio |
 RFG Advisory Group, LLC RIA/Wealth | $5.9M 0.19% of portfolio |
F FSR Wealth Management Ltd. Institution | $4.1M 5.81% of portfolio |
 STEPHENS INC /AR/ RIA/Wealth | $2.9M 0.04% of portfolio |
 USA Financial Portformulas Corp Long Only Manager | $2.5M 0.44% of portfolio |
 Outlook Wealth Advisors, LLC RIA/Wealth | $1.8M 0.45% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.8M 0.00% of portfolio |
 Family Wealth Group, LLC RIA/Wealth | $1.7M 1.27% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $1.6M 0.81% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JULU in Q3 2025
- Traded
- +$41.3M
- Buyers
- 22
- Sellers
- 20
- Total Bought
- +$55.9M
- Total Sold
- −$14.6M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AE Wealth Management LLC RIA/Wealth | +$33.8M +1.2M shares |
Authentikos Wealth Advisory, LLC RIA/Wealth | +$7.7M +264.7K shares |
F FSR Wealth Management Ltd. Institution | +$4.1M +138.7K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | +$1.8M +60.6K shares |
Family Wealth Group, LLC RIA/Wealth | +$1.7M +57.1K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.4M +47.2K shares |
F FSA Advisors, Inc. Institution | +$970.1K +33.2K shares |
 Csenge Advisory Group RIA/Wealth | +$810.6K +27.7K shares |
 JPMORGAN CHASE & CO Institution | +$697.1K +23.8K shares |
 Quest 10 Wealth Builders, Inc. RIA/Wealth | +$542.4K +18.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T Transcendent Capital Group LLC RIA/Wealth | −$7.5M −257.0K shares |
 Cetera Investment Advisers RIA/Wealth | −$2.9M −97.5K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$942.0K −32.2K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$675.7K −26.5K shares |
USA Financial Portformulas Corp Long Only Manager | −$527.9K −18.0K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$418.8K −15.2K shares |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$398.6K −13.6K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | −$379.1K −13.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$328.7K −11.2K shares |
 SMART Wealth LLC RIA/Wealth | −$201.3K −7.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JULU in Q3 2025
- New Positions
- 14
- New Value
- $19.7M
- Exited Positions
- 7
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
Authentikos Wealth Advisory, LLC RIA/Wealth | $7.7M 264.7K shares |
F FSR Wealth Management Ltd. Institution | $4.1M 138.7K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | $1.8M 60.6K shares |
Family Wealth Group, LLC RIA/Wealth | $1.7M 57.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.4M 47.2K shares |
F FSA Advisors, Inc. Institution | $970.1K 33.2K shares |
Csenge Advisory Group RIA/Wealth | $810.6K 27.7K shares |
 Golden Reserve Retirement LLC RIA/Wealth | $424.2K 14.5K shares |
 Range Financial Group LLC RIA/Wealth | $391.9K 13.4K shares |
 Blackston Financial Advisory Group, LLC RIA/Wealth | $334.9K 11.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $675.7K 26.5K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $418.8K 15.2K shares |
SMART Wealth LLC RIA/Wealth | $201.3K 7.3K shares |
 Transce3nd, LLC RIA/Wealth | $29.7K 1.1K shares |
 Park Square Financial Group, LLC RIA/Wealth | $18.5K 671.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | $1.5K 54.0 shares |
 BARCLAYS PLC Institution | - 5.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in JULU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JULU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F FSR Wealth Management Ltd. Institution | 5.81% $4.1M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 5.68% $7.7M |
Family Wealth Group, LLC RIA/Wealth | 1.27% $1.7M |
F FSA Advisors, Inc. Institution | 0.83% $970.1K |
Lloyd Advisory Services, LLC. RIA/Wealth | 0.81% $1.6M |
T Transcendent Capital Group LLC RIA/Wealth | 0.64% $1.3M |
Quest 10 Wealth Builders, Inc. RIA/Wealth | 0.55% $568.7K |
 Grantvest Financial Group LLC RIA/Wealth | 0.49% $658.9K |
Outlook Wealth Advisors, LLC RIA/Wealth | 0.45% $1.8M |
USA Financial Portformulas Corp Long Only Manager | 0.44% $2.5M |