Diversify Wealth Management LLC Takes Position in AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW

Diversify Wealth Management LLC acquired a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 35,101 shares of the company’s stock, valued at approximately $1,408,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Lloyd Advisory Services LLC. boosted its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 8.6% during the 4th quarter. Lloyd Advisory Services LLC. now owns 295,093 shares of the company’s stock valued at $11,544,000 after acquiring an additional 23,484 shares during the period. LPL Financial LLC increased its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 31.3% in the 4th quarter. LPL Financial LLC now owns 254,632 shares of the company’s stock worth $9,961,000 after purchasing an additional 60,693 shares during the period. Kestra Advisory Services LLC lifted its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 15.4% in the first quarter. Kestra Advisory Services LLC now owns 146,890 shares of the company’s stock valued at $5,701,000 after purchasing an additional 19,556 shares during the last quarter. Long Island Wealth Management Inc. lifted its position 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 purchasing an additional 823 shares during the last quarter. Finally, World Investment Advisors purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter valued at approximately $4,707,000.

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

NYSEARCA:JULW opened at $40.92 on Wednesday. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a fifty-two week low of $37.15 and a fifty-two week high of $41.00. The firm has a market cap of $237.34 million, a PE ratio of 24.69 and a beta of 0.37. The business has a 50 day moving average price of $40.64 and a 200-day moving average price of $39.79.

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.