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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Centaurus Financial, Inc.Sell-98,349-51.9%91,028$3.72MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+315,937+321.6%414,189$16.91MQ2 2026Aug 14, 2026
Gts Financial, LlcBuy+296,079+495.5%355,833$13.23MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+80,656+63.2%208,320$8.50MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+73,211+640.6%84,639$3.45MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+40,341+90.5%84,938$3.47MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+13,680+11.7%130,451$5.33MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+12,33812,338$503.64KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,8988,898$363.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,326+3.2%266,353$10.87MQ2 2026Aug 14, 2026
Barclays PlcBuy+82+2.6%3,263$133.20KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+11$20.00Q2 2026Aug 14, 2026
Summit Financial, LlcBuy+9,7809,780$399.22KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,953+0.9%230,401$9.40MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1,540-5.8%24,799$1.01MQ2 2026Aug 12, 2026
Diversify Advisory Services, LlcBuy+34,10134,101$1.39MQ2 2026Aug 10, 2026
Allianz SeBuy+30,643+22.3%168,041$6.86MQ2 2026Aug 10, 2026
Guardian Capital, LlcBuy+41,752+43.9%136,855$5.59MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+34,431+13.6%287,703$11.74MQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Sell-12,380-75.6%3,991$162.91KQ2 2026Aug 07, 2026
Joseph P. Lucia & Associates, LlcBuy+2,200+12.4%19,895$812.11KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+497497$20.29KQ2 2026Aug 07, 2026
Grantvest Financial Group LlcSell-250-1.6%15,282$623.81KQ2 2026Aug 07, 2026
Long Island Wealth Management, Inc.Sell-78-0.1%122,469$5.00MQ2 2026Aug 07, 2026
Innovative Asset Advisors Group, LlcBuy+5,1955,195$212.06KQ2 2026Aug 05, 2026
Elevated Capital Advisors, LlcSell-47,191-49.2%48,661$1.99MQ2 2026Aug 03, 2026
Bip Wealth, LlcSell-3,593-5.5%62,126$2.54MQ2 2026Aug 03, 2026
Envestnet Asset Management IncBuy+1,572+2.1%75,564$3.08MQ2 2026Aug 03, 2026
Stirlingshire Investments, Inc.Sell-301-2.9%10,208$416.69KQ2 2026Jul 31, 2026
Wealthgarden F.S. LlcSell-10-0.0%35,791$1.46MQ2 2026Jul 31, 2026
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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.