Transcendent Capital Group LLC Has $521,000 Position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF $JULU

Transcendent Capital Group LLC trimmed its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (BATS:JULU) by 61.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,548 shares of the company’s stock after selling 27,853 shares during the quarter. Transcendent Capital Group LLC owned 0.64% of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $521,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Networth Advisors LLC acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in the fourth quarter valued at about $979,000. Centennial Advisors LLC acquired a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF during the fourth quarter worth about $315,000. JPMorgan Chase & Co. lifted its holdings in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF by 238,230.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 23,833 shares of the company’s stock valued at $697,000 after purchasing an additional 23,823 shares in the last quarter. Centaurus Financial Inc. bought a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF during the 3rd quarter valued at about $127,000. Finally, Advisory Services Network LLC acquired a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in the 3rd quarter valued at approximately $50,000.

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF Price Performance

BATS JULU opened at $30.24 on Friday. The business has a 50 day simple moving average of $29.31 and a 200 day simple moving average of $29.52. AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF has a 52-week low of $24.45 and a 52-week high of $30.31.

About AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

The AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and uncapped gains on the SPDR S&P 500 ETF Trust over a one-year period. The actively managed fund holds options and collateral. JULU was launched on Jun 28, 2024 and is issued by Allianz.