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JULW · AllianzIM U.S. Equity Buffer20 Jul ETF ETF

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$41.59 -0.06 (-0.14%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

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Holders: 1
Total Value: $474,001
Total Shares: 11,612

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 27.4% – 100.0%
0.0 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 71.3% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 83.2% – 100.0%
0.0 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 1,613 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: 0
Institutional value: +5.2%
Shares held: 0.0%
Filter: New 0 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Advus Financial Partners, LLC JULW $474,001 100.00% 11,612