Kestra Advisory Services LLC increased its stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW – Free Report) by 59.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,128 shares of the company’s stock after acquiring an additional 28,516 shares during the quarter. Kestra Advisory Services LLC owned about 0.87% of AllianzIM U.S. Large Cap Buffer20 Sep ETF worth $2,405,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in the stock. Lloyd Advisory Services LLC. raised its holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 9.1% during the 4th quarter. Lloyd Advisory Services LLC. now owns 499,200 shares of the company’s stock worth $15,934,000 after purchasing an additional 41,699 shares during the last quarter. Outlook Wealth Advisors LLC boosted its stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 93.7% in the 4th quarter. Outlook Wealth Advisors LLC now owns 235,918 shares of the company’s stock valued at $7,530,000 after purchasing an additional 114,092 shares during the last quarter. Westshore Wealth LLC boosted its stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 1.0% in the 4th quarter. Westshore Wealth LLC now owns 158,880 shares of the company’s stock valued at $5,071,000 after purchasing an additional 1,533 shares during the last quarter. Raymond James Financial Inc. increased its position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 8.6% during the third quarter. Raymond James Financial Inc. now owns 137,661 shares of the company’s stock worth $4,323,000 after buying an additional 10,865 shares during the period. Finally, Howard Bailey Securities LLC increased its position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 16.4% during the fourth quarter. Howard Bailey Securities LLC now owns 120,317 shares of the company’s stock worth $3,840,000 after buying an additional 16,974 shares during the period.
AllianzIM U.S. Large Cap Buffer20 Sep ETF Price Performance
Shares of NYSEARCA SEPW opened at $33.49 on Monday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a twelve month low of $30.31 and a twelve month high of $33.55. The firm has a fifty day simple moving average of $33.26 and a 200 day simple moving average of $32.51. The company has a market capitalization of $105.49 million, a PE ratio of 24.33 and a beta of 0.39.
AllianzIM U.S. Large Cap Buffer20 Sep ETF Company Profile
The AllianzIM U.S. Large Cap Buffer20 Sep ETF (SEPW) 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 one-year holding period. The actively managed fund holds options and collateral. SEPW was launched on Aug 31, 2023 and is issued by Allianz.
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