Wealthgarden F.S. LLC Takes Position in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Wealthgarden F.S. LLC purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 51,837 shares of the company’s stock, valued at approximately $1,818,000. AllianzIM U.S. Large Cap Buffer20 Jul ETF accounts for approximately 1.7% of Wealthgarden F.S. LLC’s investment portfolio, making the stock its 16th largest holding. Wealthgarden F.S. LLC owned approximately 1.18% of AllianzIM U.S. Large Cap Buffer20 Jul ETF at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in JULW. MML Investors Services LLC purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the third quarter worth $205,000. Focus Financial Network Inc. boosted its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 12.3% in the 3rd quarter. Focus Financial Network Inc. now owns 26,079 shares of the company’s stock valued at $901,000 after buying an additional 2,862 shares during the period. BCGM Wealth Management LLC bought a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the third quarter valued at approximately $381,000. Outlook Wealth Advisors LLC boosted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 0.4% in the third quarter. Outlook Wealth Advisors LLC now owns 120,687 shares of the company’s stock valued at $4,168,000 after purchasing an additional 516 shares during the period. Finally, FSA Advisors Inc. bought a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the third quarter worth approximately $226,000.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Stock Down 0.7 %

JULW opened at $35.63 on Friday. The stock’s fifty day moving average is $35.43 and its two-hundred day moving average is $34.81. The company has a market capitalization of $186.34 million, a P/E ratio of 27.28 and a beta of 0.33. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 52 week low of $32.01 and a 52 week high of $35.89.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Profile

The AllianzIM U.S. Large Cap Buffer20 Jul ETF (JULW) is an exchange-traded fund that is based on the S&P 500 index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. JULW was launched on Jun 30, 2020 and is managed by Allianz.