Concurrent Investment Advisors LLC Acquires 19,192 Shares of PGIM S&P 500 Buffer 12 ETF – July $JULP

Concurrent Investment Advisors LLC raised its holdings in PGIM S&P 500 Buffer 12 ETF – July (BATS:JULP) by 28.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 86,601 shares of the company’s stock after buying an additional 19,192 shares during the quarter. Concurrent Investment Advisors LLC owned 15.75% of PGIM S&P 500 Buffer 12 ETF – July worth $2,669,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. DHJJ Financial Advisors Ltd. grew its holdings in shares of PGIM S&P 500 Buffer 12 ETF – July by 71.0% in the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 10,780 shares of the company’s stock worth $325,000 after purchasing an additional 4,477 shares during the last quarter. Royal Bank of Canada lifted its position in PGIM S&P 500 Buffer 12 ETF – July by 143.8% during the 1st quarter. Royal Bank of Canada now owns 8,505 shares of the company’s stock valued at $225,000 after purchasing an additional 5,016 shares during the period. Finally, Centaurus Financial Inc. acquired a new position in PGIM S&P 500 Buffer 12 ETF – July during the 3rd quarter valued at about $853,000.

PGIM S&P 500 Buffer 12 ETF – July Stock Performance

PGIM S&P 500 Buffer 12 ETF – July stock opened at $31.86 on Wednesday. The company’s 50-day moving average is $30.97 and its two-hundred day moving average is $30.75. PGIM S&P 500 Buffer 12 ETF – July has a 1 year low of $26.25 and a 1 year high of $31.87.

PGIM S&P 500 Buffer 12 ETF – July Company Profile

The PGIM S&P 500 Buffer 12 ETF – July (JULP) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust over a specific holdings period. The actively managed fund holds options and collateral. JULP was launched on May 8, 2024 and is issued by PGIM.