Montgomery Financial Services LLC Purchases New Position in AllianzIM U.S. Equity Buffer20 Jun ETF $JUNW

Montgomery Financial Services LLC purchased a new stake in shares of AllianzIM U.S. Equity Buffer20 Jun ETF (BATS:JUNW) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 14,736 shares of the company’s stock, valued at approximately $507,000. AllianzIM U.S. Equity Buffer20 Jun ETF makes up 0.4% of Montgomery Financial Services LLC’s holdings, making the stock its 21st biggest holding. Montgomery Financial Services LLC owned about 0.14% of AllianzIM U.S. Equity Buffer20 Jun ETF as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. SMART Wealth LLC purchased a new stake in shares of AllianzIM U.S. Equity Buffer20 Jun ETF during the 2nd quarter worth approximately $1,222,000. Focus Financial Network Inc. grew its holdings in shares of AllianzIM U.S. Equity Buffer20 Jun ETF by 117.3% in the second quarter. Focus Financial Network Inc. now owns 23,435 shares of the company’s stock valued at $806,000 after purchasing an additional 12,652 shares in the last quarter. First Heartland Consultants Inc. purchased a new position in shares of AllianzIM U.S. Equity Buffer20 Jun ETF in the second quarter valued at $538,000. Castle Rock Wealth Management LLC increased its position in AllianzIM U.S. Equity Buffer20 Jun ETF by 48.9% in the second quarter. Castle Rock Wealth Management LLC now owns 17,591 shares of the company’s stock worth $604,000 after purchasing an additional 5,775 shares during the last quarter. Finally, Independent Financial Group LLC bought a new stake in AllianzIM U.S. Equity Buffer20 Jun ETF in the first quarter worth $228,000.

AllianzIM U.S. Equity Buffer20 Jun ETF Stock Down 0.3%

AllianzIM U.S. Equity Buffer20 Jun ETF stock opened at $35.01 on Friday. The company has a market cap of $378.11 million, a price-to-earnings ratio of 25.08 and a beta of 0.33. The firm’s fifty day moving average is $34.62 and its 200 day moving average is $34.18. AllianzIM U.S. Equity Buffer20 Jun ETF has a 52-week low of $32.47 and a 52-week high of $36.09.

AllianzIM U.S. Equity Buffer20 Jun ETF Company Profile

The AllianzIM U.S. Large Cap Buffer20 Jun ETF (JUNW) 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 FLEX options and collateral. JUNW was launched on May 31, 2023 and is managed by Allianz.