Long Island Wealth Management Inc. Has $1.73 Million Position in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Long Island Wealth Management Inc. lessened its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) by 1.0% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 52,059 shares of the company’s stock after selling 539 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Jul ETF comprises about 1.2% of Long Island Wealth Management Inc.’s portfolio, making the stock its 22nd largest holding. Long Island Wealth Management Inc.’s holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF were worth $1,734,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. AE Wealth Management LLC boosted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 8,183.7% during the second quarter. AE Wealth Management LLC now owns 1,291,188 shares of the company’s stock worth $43,009,000 after acquiring an additional 1,275,601 shares during the period. Lloyd Advisory Services LLC. bought a new position in AllianzIM U.S. Large Cap Buffer20 Jul ETF during the 2nd quarter worth $7,818,000. Strategic Blueprint LLC lifted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 3.2% during the second quarter. Strategic Blueprint LLC now owns 273,727 shares of the company’s stock worth $9,118,000 after buying an additional 8,450 shares in the last quarter. Harbour Investments Inc. boosted its position in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 9.3% in the second quarter. Harbour Investments Inc. now owns 10,567 shares of the company’s stock valued at $352,000 after acquiring an additional 898 shares during the period. Finally, Pineridge Advisors LLC grew its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 212.6% in the second quarter. Pineridge Advisors LLC now owns 1,294 shares of the company’s stock valued at $43,000 after acquiring an additional 880 shares in the last quarter.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Stock Down 0.3 %

Shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF stock opened at $34.41 on Friday. The stock has a market capitalization of $150.73 million, a price-to-earnings ratio of 23.29 and a beta of 0.45. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a twelve month low of $28.82 and a twelve month high of $35.04. The company has a 50-day simple moving average of $33.75 and a two-hundred day simple moving average of $33.21.

AllianzIM U.S. Large Cap Buffer20 Jul ETF Company 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.