Diversify Wealth Management LLC Invests $1.41 Million in AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW

Diversify Wealth Management LLC acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULWFree Report) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor acquired 35,101 shares of the company’s stock, valued at approximately $1,408,000. Diversify Wealth Management LLC owned about 0.45% of AllianzIM U.S. Large Cap Buffer20 Jul ETF at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of JULW. Barclays PLC bought a new stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 4th quarter worth approximately $25,000. Networth Advisors LLC bought a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter valued at approximately $130,000. Allianz SE bought a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter valued at approximately $196,000. Simplicity Wealth LLC purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter worth approximately $239,000. Finally, HRT Financial LP purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF during the fourth quarter worth approximately $246,000.

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

Shares of JULW opened at $40.92 on Wednesday. The firm has a market cap of $237.34 million, a price-to-earnings ratio of 24.69 and a beta of 0.37. 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 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

(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.

Further Reading

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Institutional Ownership by Quarter for AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

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