RFG Advisory LLC Buys 67,401 Shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW

Posted by Latisha Jones on May 7th, 2026

RFG Advisory LLC lifted its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) by 549.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 79,665 shares of the company’s stock after buying an additional 67,401 shares during the period. RFG Advisory LLC owned about 1.03% of AllianzIM U.S. Large Cap Buffer20 Jul ETF worth $3,116,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Simplicity Wealth LLC acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 4th quarter valued at $239,000. SMART Wealth LLC acquired a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter worth $771,000. Networth Advisors LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter valued at $130,000. Centennial Advisors LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter valued at $1,197,000. Finally, BIP Wealth LLC acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 4th quarter valued at $2,649,000.

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

JULW opened at $40.35 on Thursday. The firm’s 50-day simple moving average is $39.41 and its 200-day simple moving average is $39.12. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a twelve month low of $34.41 and a twelve month high of $40.36. The firm has a market cap of $316.75 million, a price-to-earnings ratio of 24.69 and a beta of 0.37.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Profile

(Free Report)

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.