Atria Wealth Solutions Inc. cut its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 96,529 shares of the company’s stock after selling 2,366 shares during the period. Atria Wealth Solutions Inc.’s holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF were worth $3,385,000 at the end of the most recent quarter.
A number of other hedge funds also recently modified their holdings of JULW. Outlook Wealth Advisors LLC boosted its holdings in 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 acquiring an additional 516 shares during the last quarter. FSA Advisors Inc. bought a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the third quarter worth $226,000. Focus Financial Network Inc. grew its stake in shares of 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. Creative Financial Designs Inc. ADV acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the third quarter valued at approximately $40,000. Finally, Farther Finance Advisors LLC grew its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 151.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 13,698 shares of the company’s stock valued at $473,000 after purchasing an additional 8,258 shares during the period.
AllianzIM U.S. Large Cap Buffer20 Jul ETF Price Performance
NYSEARCA:JULW opened at $35.88 on Friday. The company has a market cap of $187.65 million, a PE ratio of 27.28 and a beta of 0.33. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a one year low of $31.84 and a one year high of $35.89. The firm has a 50-day moving average of $35.42 and a 200-day moving average of $34.78.
About AllianzIM U.S. Large Cap Buffer20 Jul ETF
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.
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