AE Wealth Management LLC Increases Stock Holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

AE Wealth Management LLC boosted its stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 50,940.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,474,945 shares of the company’s stock after buying an additional 2,470,096 shares during the period. AE Wealth Management LLC owned approximately 26.76% of AllianzIM U.S. Large Cap Buffer20 Sep ETF worth $77,726,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Decker Retirement Planning Inc. bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the third quarter valued at $50,000. Geneos Wealth Management Inc. boosted its stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 100.0% during the 2nd 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 during the period. JPMorgan Chase & Co. purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 2nd quarter worth about $93,000. Castle Rock Wealth Management LLC bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 3rd quarter valued at about $272,000. Finally, Concurrent Investment Advisors LLC purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter worth about $307,000.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Price Performance

Shares of NYSEARCA SEPW opened at $32.17 on Thursday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 1 year low of $26.65 and a 1 year high of $32.90. The firm has a 50-day simple moving average of $31.86 and a two-hundred day simple moving average of $31.36. The company has a market cap of $277.31 million, a P/E ratio of 24.33 and a beta of 0.43.

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.