WealthPLAN Partners LLC Takes $600,000 Position in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW)

WealthPLAN Partners LLC acquired a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 21,021 shares of the company’s stock, valued at approximately $600,000. WealthPLAN Partners LLC owned about 1.58% of AllianzIM U.S. Large Cap Buffer20 Sep ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of SEPW. NBC Securities Inc. bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the third quarter valued at about $59,000. Creative Financial Designs Inc. ADV bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 3rd quarter valued at approximately $67,000. Old Port Advisors grew its holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 43.9% in the 3rd quarter. Old Port Advisors now owns 11,478 shares of the company’s stock valued at $327,000 after buying an additional 3,500 shares during the last quarter. Blackston Financial Advisory Group LLC bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter worth approximately $222,000. Finally, Allegheny Financial Group LTD acquired a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the second quarter worth approximately $254,000.

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

SEPW opened at $28.89 on Wednesday. The business has a 50 day moving average of $28.45 and a 200-day moving average of $28.00. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 1-year low of $24.87 and a 1-year high of $29.44.

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.