Outlook Wealth Advisors LLC Has $4.17 Million Stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Outlook Wealth Advisors LLC raised its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) by 0.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,687 shares of the company’s stock after buying an additional 516 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Jul ETF accounts for 1.2% of Outlook Wealth Advisors LLC’s holdings, making the stock its 17th biggest holding. Outlook Wealth Advisors LLC owned 2.76% of AllianzIM U.S. Large Cap Buffer20 Jul ETF worth $4,168,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Pineridge Advisors LLC grew its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 212.6% during the second quarter. Pineridge Advisors LLC now owns 1,294 shares of the company’s stock worth $43,000 after buying an additional 880 shares in the last quarter. Harbour Investments Inc. lifted its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 9.3% during the second quarter. Harbour Investments Inc. now owns 10,567 shares of the company’s stock worth $352,000 after purchasing an additional 898 shares during the period. Envestnet Portfolio Solutions Inc. grew its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 16.8% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 13,162 shares of the company’s stock worth $429,000 after buying an additional 1,893 shares in the last quarter. Focus Financial Network Inc. increased its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 14.0% in the 2nd quarter. Focus Financial Network Inc. now owns 23,217 shares of the company’s stock valued at $782,000 after buying an additional 2,846 shares during the period. Finally, B.O.S.S. Retirement Advisors LLC raised its position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 71.8% in the 3rd quarter. B.O.S.S. Retirement Advisors LLC now owns 17,892 shares of the company’s stock valued at $618,000 after buying an additional 7,480 shares in the last quarter.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Price Performance

Shares of JULW opened at $34.67 on Friday. The firm has a 50 day simple moving average of $34.26 and a two-hundred day simple moving average of $33.50. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a one year low of $28.82 and a one year high of $35.04. The company has a market cap of $151.85 million, a P/E ratio of 23.29 and a beta of 0.45.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Company 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.