AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW Holdings Lifted by Lloyd Advisory Services LLC.

Lloyd Advisory Services LLC. raised its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 9.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 499,200 shares of the company’s stock after purchasing an additional 41,699 shares during the period. AllianzIM U.S. Large Cap Buffer20 Sep ETF comprises about 6.2% of Lloyd Advisory Services LLC.’s investment portfolio, making the stock its 4th largest position. Lloyd Advisory Services LLC. owned about 5.79% of AllianzIM U.S. Large Cap Buffer20 Sep ETF worth $15,934,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. AE Wealth Management LLC lifted its holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 50,940.3% in the 3rd quarter. AE Wealth Management LLC now owns 2,474,945 shares of the company’s stock valued at $77,726,000 after purchasing an additional 2,470,096 shares in the last quarter. SMART Wealth LLC purchased a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at about $1,525,000. Networth Advisors LLC purchased a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at about $2,165,000. Great Lakes Retirement Inc. purchased a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter valued at about $2,432,000. Finally, Blackston Financial Advisory Group LLC purchased a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter valued at about $764,000.

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

NYSEARCA:SEPW opened at $33.13 on Friday. The firm has a market cap of $291.54 million, a price-to-earnings ratio of 24.33 and a beta of 0.40. The company’s 50-day moving average is $32.34 and its two-hundred day moving average is $32.04. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 12-month low of $29.10 and a 12-month high of $33.18.

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.