Transcendent Capital Group LLC Lowers Position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF $JULU

Transcendent Capital Group LLC reduced its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (BATS:JULU) by 85.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,401 shares of the company’s stock after selling 257,040 shares during the period. Transcendent Capital Group LLC owned approximately 1.66% of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $1,328,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Golden Reserve Retirement LLC purchased a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF during the 3rd quarter worth approximately $424,000. AE Wealth Management LLC boosted its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF by 346.6% during the 3rd quarter. AE Wealth Management LLC now owns 1,489,694 shares of the company’s stock worth $43,588,000 after purchasing an additional 1,156,127 shares in the last quarter. Outlook Wealth Advisors LLC acquired a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF during the 3rd quarter worth $1,773,000. FWG Investments LLC. acquired a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF during the 3rd quarter worth $1,670,000. Finally, FSR Wealth Management Ltd. acquired a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in the third quarter valued at about $4,058,000.

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

JULU stock opened at $30.12 on Tuesday. The company’s 50-day moving average price is $29.82 and its 200 day moving average price is $29.16. AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF has a 52 week low of $21.64 and a 52 week high of $28.04.

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF Profile

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.