Envestnet Asset Management Inc. Raises Holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW

Envestnet Asset Management Inc. boosted its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) by 216.1% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 199,877 shares of the company’s stock after buying an additional 136,640 shares during the quarter. Envestnet Asset Management Inc. owned approximately 2.51% of AllianzIM U.S. Large Cap Buffer20 Jul ETF worth $7,676,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the stock. Quest 10 Wealth Builders Inc. purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the third quarter worth $143,000. BCGM Wealth Management LLC purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the 2nd quarter worth about $203,000. FSR Wealth Management Ltd. acquired a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at about $260,000. AE Wealth Management LLC raised its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF by 11.9% in the 2nd quarter. AE Wealth Management LLC now owns 7,013 shares of the company’s stock valued at $261,000 after purchasing an additional 743 shares during the last quarter. Finally, Csenge Advisory Group purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at about $267,000.

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

Shares of NYSEARCA JULW opened at $39.40 on Friday. The company has a 50-day simple moving average of $39.22 and a 200-day simple moving average of $38.64. The company has a market cap of $304.17 million, a PE ratio of 24.69 and a beta of 0.34. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 12 month low of $32.43 and a 12 month high of $39.49.

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.