Independent Financial Group LLC Makes New Investment in AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW

Independent Financial Group LLC acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 23,209 shares of the company’s stock, valued at approximately $901,000. Independent Financial Group LLC owned about 0.30% of AllianzIM U.S. Large Cap Buffer20 Jul ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of JULW. Barclays PLC acquired a new position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter worth $25,000. Long Island Wealth Management Inc. raised its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 0.7% in the fourth quarter. Long Island Wealth Management Inc. now owns 122,681 shares of the company’s stock valued at $4,799,000 after buying an additional 823 shares in the last quarter. Aegis Wealth Management Inc. lifted its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 5.2% during the 1st quarter. Aegis Wealth Management Inc. now owns 34,797 shares of the company’s stock worth $1,351,000 after buying an additional 1,724 shares during the last quarter. IFP Advisors Inc lifted its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 10.0% during the 4th quarter. IFP Advisors Inc now owns 28,666 shares of the company’s stock worth $1,121,000 after buying an additional 2,599 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 6.9% during the 3rd quarter. Raymond James Financial Inc. now owns 40,717 shares of the company’s stock worth $1,564,000 after acquiring an additional 2,641 shares in the last quarter.

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

NYSEARCA:JULW opened at $40.88 on Wednesday. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 1 year low of $37.27 and a 1 year high of $41.04. The stock has a market cap of $237.92 million, a P/E ratio of 24.69 and a beta of 0.37. The stock has a 50-day simple moving average of $40.68 and a 200-day simple moving average of $39.85.

AllianzIM U.S. Large Cap Buffer20 Jul ETF 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.