18,293 Shares in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW Purchased by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 18,293 shares of the company’s stock, valued at approximately $574,000. Avidian Wealth Enterprises LLC owned about 0.19% of AllianzIM U.S. Large Cap Buffer20 Sep ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SEPW. Commonwealth Equity Services LLC grew its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 210.0% during the third quarter. Commonwealth Equity Services LLC now owns 577,322 shares of the company’s stock worth $18,131,000 after buying an additional 391,079 shares in the last quarter. FSR Wealth Management Ltd. purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter worth approximately $5,166,000. Spire Wealth Management grew its stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 305.7% in 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 during the period. GeoWealth Management LLC raised its holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 24.3% in the 2nd quarter. GeoWealth Management LLC now owns 78,197 shares of the company’s stock valued at $2,359,000 after acquiring an additional 15,293 shares during the last quarter. Finally, LifeWealth Investments LLC purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 3rd quarter worth $2,249,000.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Stock Up 0.1%

SEPW stock opened at $32.05 on Friday. The stock has a market capitalization of $276.27 million, a price-to-earnings ratio of 24.33 and a beta of 0.43. The stock’s fifty day simple moving average is $31.80 and its 200-day simple moving average is $31.30. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 52-week low of $26.65 and a 52-week high of $32.90.

About AllianzIM U.S. Large Cap Buffer20 Sep ETF

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.