Authentikos Wealth Advisory LLC Makes New $7.75 Million Investment in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF $JULU

Authentikos Wealth Advisory LLC acquired a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (BATS:JULU) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 264,715 shares of the company’s stock, valued at approximately $7,746,000. AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF makes up 5.1% of Authentikos Wealth Advisory LLC’s investment portfolio, making the stock its 5th largest holding. Authentikos Wealth Advisory LLC owned approximately 9.70% of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JULU. FSR Wealth Management Ltd. purchased a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in the third quarter valued at $4,058,000. Park Avenue Securities LLC bought a new position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF during the third quarter valued at $529,000. FWG Investments LLC. purchased a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in the 3rd quarter worth $1,670,000. Quest 10 Wealth Builders Inc. increased its holdings in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF by 2,059.6% in the 3rd quarter. Quest 10 Wealth Builders Inc. now owns 19,436 shares of the company’s stock worth $569,000 after buying an additional 18,536 shares during the last quarter. Finally, Stephens Inc. AR increased its holdings in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF by 3.1% in the 2nd quarter. Stephens Inc. AR now owns 96,436 shares of the company’s stock worth $2,656,000 after buying an additional 2,862 shares during the last quarter.

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

Shares of BATS JULU opened at $29.95 on Friday. AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF has a 12-month low of $21.64 and a 12-month high of $28.04. The firm’s 50-day moving average price is $29.83 and its 200-day moving average price is $29.21.

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.