Csenge Advisory Group Sells 2,984 Shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Csenge Advisory Group recently reduced its stake in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW) by 21.4% during the first quarter, according to their latest 13F filing with the SEC. The firm now owns 10,973 shares of the company’s stock after selling 2,984 shares, with holdings valued at $358,000.

Other institutional investors have also made changes to their positions in JULW. Outlook Wealth Advisors LLC increased its holdings by 120.7% during the fourth quarter, while Compass Advisory Group LLC and Kingswood Wealth Advisors LLC made adjustments to their stakes as well. Cetera Advisor Networks LLC and Envestnet Portfolio Solutions Inc. also saw changes in their holdings of AllianzIM U.S. Large Cap Buffer20 Jul ETF.

The stock performance of AllianzIM U.S. Large Cap Buffer20 Jul ETF shows that it opened at $33.67 on Friday, with a fifty-two week range of $28.82 to $35.04. The company has a market cap of $147.47 million and a P/E ratio of 23.29.

AllianzIM U.S. Large Cap Buffer20 Jul ETF, launched on Jun 30, 2020, is an exchange-traded fund based on the S&P 500 index. The fund aims to provide specific buffered losses and capped gains on the S&P 500 over a set holding period. Managed by Allianz, JULW holds options and collateral.

DailyBubble’s perspective on AllianzIM U.S. Large Cap Buffer20 Jul ETF is that it is a unique investment opportunity for those looking to mitigate risk while still participating in the potential gains of the S&P 500 index. With a focus on specific buffered losses and capped gains, this ETF offers a strategic approach to investing in large-cap stocks.