Wealthgarden F.S. LLC Cuts Stock Position in AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW

Wealthgarden F.S. LLC trimmed its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) by 28.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,049 shares of the company’s stock after selling 14,349 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Jul ETF makes up approximately 1.0% of Wealthgarden F.S. LLC’s investment portfolio, making the stock its 28th largest position. Wealthgarden F.S. LLC’s holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF were worth $1,388,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in JULW. Commonwealth Equity Services LLC increased its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 3.3% in the 2nd quarter. Commonwealth Equity Services LLC now owns 1,451,743 shares of the company’s stock worth $53,961,000 after acquiring an additional 46,802 shares in the last quarter. AE Wealth Management LLC increased its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 11,862.6% during the third quarter. AE Wealth Management LLC now owns 838,935 shares of the company’s stock worth $32,219,000 after purchasing an additional 831,922 shares in the last quarter. Cetera Investment Advisers raised its position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 6.3% during the 2nd quarter. Cetera Investment Advisers now owns 292,957 shares of the company’s stock worth $10,889,000 after purchasing an additional 17,241 shares during the last quarter. Lloyd Advisory Services LLC. purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at about $10,431,000. Finally, Centaurus Financial Inc. boosted its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 90.6% in the 2nd quarter. Centaurus Financial Inc. now owns 246,993 shares of the company’s stock worth $9,181,000 after buying an additional 117,427 shares during the last quarter.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Trading Down 0.2%

NYSEARCA:JULW opened at $39.33 on Friday. The stock has a 50 day moving average of $39.07 and a two-hundred day moving average of $38.45. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 12 month low of $32.43 and a 12 month high of $39.43. The firm has a market cap of $303.63 million, a P/E ratio of 24.69 and a beta of 0.34.

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.