Outlook Wealth Advisors LLC Makes New $3.83 Million Investment in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

Outlook Wealth Advisors LLC acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) in the 3rd quarter, HoldingsChannel reports. The fund acquired 121,826 shares of the company’s stock, valued at approximately $3,826,000. AllianzIM U.S. Large Cap Buffer20 Sep ETF accounts for 1.0% of Outlook Wealth Advisors LLC’s investment portfolio, making the stock its 23rd biggest holding.

Other institutional investors have also recently made changes to their positions in the company. Crown Wealth Group LLC acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 2nd quarter worth approximately $434,000. Ballast Inc. purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the second quarter worth $657,000. Envestnet Asset Management Inc. raised its stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 3.4% in the second quarter. Envestnet Asset Management Inc. now owns 34,876 shares of the company’s stock valued at $1,052,000 after acquiring an additional 1,141 shares in the last quarter. JPMorgan Chase & Co. purchased a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the second quarter valued at $93,000. Finally, GeoWealth Management LLC boosted its holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 24.3% in the second quarter. GeoWealth Management LLC now owns 78,197 shares of the company’s stock valued at $2,359,000 after purchasing an additional 15,293 shares during the period.

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

SEPW stock opened at $32.01 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 market capitalization of $275.93 million, a P/E ratio of 24.33 and a beta of 0.43. The business’s 50-day moving average is $31.79 and its two-hundred day moving average is $31.29.

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.