Wealthgarden F.S. LLC Buys Shares of 51,837 AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Wealthgarden F.S. LLC bought a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) during the fourth quarter, Holdings Channel reports. The fund bought 51,837 shares of the company’s stock, valued at approximately $1,818,000. AllianzIM U.S. Large Cap Buffer20 Jul ETF accounts for 1.7% of Wealthgarden F.S. LLC’s investment portfolio, making the stock its 16th largest holding.

Other institutional investors also recently bought and sold shares of the company. SMART Wealth LLC purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the third quarter valued at about $676,000. Elevated Capital Advisors LLC grew its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 41.5% in the fourth quarter. Elevated Capital Advisors LLC now owns 61,973 shares of the company’s stock worth $2,173,000 after purchasing an additional 18,171 shares during the last quarter. BCGM Wealth Management LLC purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the third quarter worth $381,000. Harbour Investments Inc. grew its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 98.9% in the third quarter. Harbour Investments Inc. now owns 21,016 shares of the company’s stock worth $726,000 after purchasing an additional 10,449 shares during the last quarter. Finally, Farther Finance Advisors LLC grew its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 151.8% in the third quarter. Farther Finance Advisors LLC now owns 13,698 shares of the company’s stock worth $473,000 after purchasing an additional 8,258 shares during the last quarter.

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

Shares of JULW stock opened at $35.63 on Friday. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 1-year low of $32.01 and a 1-year high of $35.89. The stock’s fifty day moving average price is $35.43 and its 200 day moving average price is $34.81. The company has a market cap of $186.34 million, a price-to-earnings ratio of 27.28 and a beta of 0.33.

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.