Outlook Wealth Advisors LLC Sells 118,444 Shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

Outlook Wealth Advisors LLC lessened its position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 50.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 117,474 shares of the company’s stock after selling 118,444 shares during the period. AllianzIM U.S. Large Cap Buffer20 Sep ETF comprises 0.9% of Outlook Wealth Advisors LLC’s holdings, making the stock its 23rd largest position. Outlook Wealth Advisors LLC owned approximately 1.33% of AllianzIM U.S. Large Cap Buffer20 Sep ETF worth $3,711,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of SEPW. Allianz Investment Management LLC bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at approximately $3,732,000. Great Lakes Retirement Inc. acquired a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the third quarter worth $2,432,000. Westshore Wealth LLC grew its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 85.8% in the third quarter. Westshore Wealth LLC now owns 157,347 shares of the company’s stock valued at $4,941,000 after purchasing an additional 72,651 shares in the last quarter. Networth Advisors LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at about $2,165,000. Finally, SMART Wealth LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at about $1,525,000.

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

AllianzIM U.S. Large Cap Buffer20 Sep ETF stock opened at $33.31 on Tuesday. The company’s 50-day moving average is $32.99 and its 200-day moving average is $32.30. The firm has a market capitalization of $293.13 million, a PE ratio of 24.33 and a beta of 0.40. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a fifty-two week low of $29.56 and a fifty-two week high of $33.38.

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.