Atria Wealth Solutions Inc. Has $1.83 Million Stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Atria Wealth Solutions Inc. lowered its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) by 0.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 58,638 shares of the company’s stock after selling 546 shares during the period. Atria Wealth Solutions Inc. owned approximately 0.86% of AllianzIM U.S. Large Cap Buffer20 Jul ETF worth $1,830,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in JULW. Commonwealth Equity Services LLC boosted its position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 27.0% during the 3rd quarter. Commonwealth Equity Services LLC now owns 1,560,520 shares of the company’s stock valued at $45,852,000 after acquiring an additional 331,776 shares in the last quarter. Strategic Blueprint LLC boosted its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 4.1% during the fourth quarter. Strategic Blueprint LLC now owns 248,094 shares of the company’s stock valued at $7,741,000 after purchasing an additional 9,666 shares in the last quarter. Kestra Advisory Services LLC grew its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 46.8% in the 3rd quarter. Kestra Advisory Services LLC now owns 169,052 shares of the company’s stock valued at $4,967,000 after purchasing an additional 53,911 shares during the period. Compass Advisory Group LLC grew its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 8.7% in the 4th quarter. Compass Advisory Group LLC now owns 56,276 shares of the company’s stock valued at $1,756,000 after purchasing an additional 4,508 shares during the period. Finally, Outlook Wealth Advisors LLC raised its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 120.7% in the 4th quarter. Outlook Wealth Advisors LLC now owns 51,156 shares of the company’s stock worth $1,596,000 after buying an additional 27,974 shares in the last quarter.

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

Shares of NYSEARCA:JULW opened at $32.60 on Tuesday. The company’s fifty day moving average is $32.40 and its 200-day moving average is $31.34. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 52 week low of $27.97 and a 52 week high of $32.66. The company has a market capitalization of $146.07 million, a PE ratio of 23.01 and a beta of 0.45.

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.