ALLIANZIM US LC BUFFER20 JUL (JULW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 JUL (JULW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Gts Financial, Llc, Centaurus Financial, Inc., Advyzon Investment Management, Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Sell | -98,349 | -51.9% | 91,028 | $3.72M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +315,937 | +321.6% | 414,189 | $16.91M | Q2 2026 | Aug 14, 2026 |
| Gts Financial, Llc | Buy | +296,079 | +495.5% | 355,833 | $13.23M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +80,656 | +63.2% | 208,320 | $8.50M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +73,211 | +640.6% | 84,639 | $3.45M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +40,341 | +90.5% | 84,938 | $3.47M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +13,680 | +11.7% | 130,451 | $5.33M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +12,338 | — | 12,338 | $503.64K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +8,898 | — | 8,898 | $363.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,326 | +3.2% | 266,353 | $10.87M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +82 | +2.6% | 3,263 | $133.20K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $20.00 | Q2 2026 | Aug 14, 2026 |
| Summit Financial, Llc | Buy | +9,780 | — | 9,780 | $399.22K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,953 | +0.9% | 230,401 | $9.40M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,540 | -5.8% | 24,799 | $1.01M | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, Llc | Buy | +34,101 | — | 34,101 | $1.39M | Q2 2026 | Aug 10, 2026 |
| Allianz Se | Buy | +30,643 | +22.3% | 168,041 | $6.86M | Q2 2026 | Aug 10, 2026 |
| Guardian Capital, Llc | Buy | +41,752 | +43.9% | 136,855 | $5.59M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +34,431 | +13.6% | 287,703 | $11.74M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -12,380 | -75.6% | 3,991 | $162.91K | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, Llc | Buy | +2,200 | +12.4% | 19,895 | $812.11K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +497 | — | 497 | $20.29K | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group Llc | Sell | -250 | -1.6% | 15,282 | $623.81K | Q2 2026 | Aug 07, 2026 |
| Long Island Wealth Management, Inc. | Sell | -78 | -0.1% | 122,469 | $5.00M | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +5,195 | — | 5,195 | $212.06K | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, Llc | Sell | -47,191 | -49.2% | 48,661 | $1.99M | Q2 2026 | Aug 03, 2026 |
| Bip Wealth, Llc | Sell | -3,593 | -5.5% | 62,126 | $2.54M | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Buy | +1,572 | +2.1% | 75,564 | $3.08M | Q2 2026 | Aug 03, 2026 |
| Stirlingshire Investments, Inc. | Sell | -301 | -2.9% | 10,208 | $416.69K | Q2 2026 | Jul 31, 2026 |
| Wealthgarden F.S. Llc | Sell | -10 | -0.0% | 35,791 | $1.46M | Q2 2026 | Jul 31, 2026 |
Frequently asked questions about JULW activity
Which institutional owners are buying JULW?
Institutional owners buying JULW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JULW activity?
"Buy" means an investor increased their reported position in JULW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 JUL (JULW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JULW increasing?
Institutional interest in JULW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.