FSR Wealth Management Ltd. Acquires New Shares in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

FSR Wealth Management Ltd. bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 164,497 shares of the company’s stock, valued at approximately $5,166,000. AllianzIM U.S. Large Cap Buffer20 Sep ETF makes up 6.1% of FSR Wealth Management Ltd.’s portfolio, making the stock its 7th largest position. FSR Wealth Management Ltd. owned about 1.72% of AllianzIM U.S. Large Cap Buffer20 Sep ETF as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of SEPW. Commonwealth Equity Services LLC increased its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 210.0% in the 3rd quarter. Commonwealth Equity Services LLC now owns 577,322 shares of the company’s stock valued at $18,131,000 after acquiring an additional 391,079 shares during the period. LifeWealth Investments LLC purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter worth approximately $2,249,000. Spire Wealth Management raised its stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 305.7% during the 3rd quarter. Spire Wealth Management now owns 102,268 shares of the company’s stock worth $3,212,000 after acquiring an additional 77,061 shares in the last quarter. Focus Financial Network Inc. lifted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 19.7% during the second quarter. Focus Financial Network Inc. now owns 30,793 shares of the company’s stock valued at $929,000 after acquiring an additional 5,067 shares during the last quarter. Finally, Csenge Advisory Group acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the third quarter valued at approximately $2,064,000.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Trading Up 0.0%

NYSEARCA SEPW opened at $32.12 on Friday. The firm’s fifty day simple moving average is $31.76 and its two-hundred day simple moving average is $31.26. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 12-month low of $26.65 and a 12-month high of $32.90. The firm has a market capitalization of $276.87 million, a P/E ratio of 24.33 and a beta of 0.43.

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.