Access Financial Services Inc. Sells 3,830 Shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Posted by Trent Williams on Jan 20th, 2025

Access Financial Services Inc. decreased its holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) by 21.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,813 shares of the company’s stock after selling 3,830 shares during the quarter. Access Financial Services Inc.’s holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF were worth $484,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at $9,708,000. Kaye Capital Management acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at $3,194,000. Commonwealth Equity Services LLC increased its stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF by 5.8% in the 3rd quarter. Commonwealth Equity Services LLC now owns 1,471,569 shares of the company’s stock valued at $50,826,000 after buying an additional 80,560 shares during the period. Elevated Capital Advisors LLC acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at $1,513,000. Finally, Castle Rock Wealth Management LLC acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF in the 3rd quarter valued at $880,000.

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

NYSEARCA JULW opened at $35.45 on Monday. The stock has a fifty day moving average of $35.19 and a 200-day moving average of $34.44. The stock has a market capitalization of $155.27 million, a P/E ratio of 23.29 and a beta of 0.45. AllianzIM U.S. Large Cap Buffer20 Jul ETF has a 52 week low of $31.22 and a 52 week high of $35.47.

About AllianzIM U.S. Large Cap Buffer20 Jul ETF

(Free Report)

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.