Outlook Wealth Advisors LLC grew its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW – Free Report) by 93.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 235,918 shares of the company’s stock after buying an additional 114,092 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Sep ETF accounts for about 1.7% of Outlook Wealth Advisors LLC’s investment portfolio, making the stock its 13th biggest position. Outlook Wealth Advisors LLC owned 2.74% of AllianzIM U.S. Large Cap Buffer20 Sep ETF worth $7,530,000 at the end of the most recent quarter.
A number of other hedge funds have also recently modified their holdings of SEPW. Key Capital Management INC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the fourth quarter valued at approximately $29,000. Geneos Wealth Management Inc. grew its stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 100.0% in the second quarter. Geneos Wealth Management Inc. now owns 2,000 shares of the company’s stock worth $60,000 after purchasing an additional 1,000 shares in the last quarter. JPMorgan Chase & Co. bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the second quarter worth approximately $93,000. PFG Advisors grew its stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 8.5% in the fourth quarter. PFG Advisors now owns 7,654 shares of the company’s stock worth $244,000 after purchasing an additional 600 shares in the last quarter. Finally, Lantern Wealth Advisors LLC bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the third quarter worth approximately $255,000.
AllianzIM U.S. Large Cap Buffer20 Sep ETF Stock Down 0.1%
Shares of NYSEARCA:SEPW opened at $33.14 on Wednesday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 52-week low of $29.56 and a 52-week high of $33.29. The stock has a market cap of $291.63 million, a P/E ratio of 24.33 and a beta of 0.40. The business’s 50 day moving average is $32.72 and its 200 day moving average is $32.19.
AllianzIM U.S. Large Cap Buffer20 Sep ETF 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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