Kestra Advisory Services LLC Has $2.40 Million Stock Position in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

Kestra Advisory Services LLC boosted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 59.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 76,128 shares of the company’s stock after acquiring an additional 28,516 shares during the period. Kestra Advisory Services LLC’s holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF were worth $2,405,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. World Investment Advisors increased its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 2.1% during the first quarter. World Investment Advisors now owns 27,565 shares of the company’s stock valued at $871,000 after acquiring an additional 565 shares in the last quarter. SMART Wealth LLC lifted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 12.9% in the 1st quarter. SMART Wealth LLC now owns 53,948 shares of the company’s stock worth $1,704,000 after purchasing an additional 6,180 shares in the last quarter. Westshore Wealth LLC lifted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 1.0% in the 4th quarter. Westshore Wealth LLC now owns 158,880 shares of the company’s stock worth $5,071,000 after purchasing an additional 1,533 shares in the last quarter. OLD Mission Capital LLC acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at $204,000. Finally, MML Investors Services LLC grew its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 41.6% in the 4th quarter. MML Investors Services LLC now owns 14,251 shares of the company’s stock valued at $455,000 after purchasing an additional 4,186 shares during the period.

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

Shares of SEPW stock opened at $33.49 on Monday. The firm has a fifty day simple moving average of $33.26 and a two-hundred day simple moving average of $32.51. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 12 month low of $30.31 and a 12 month high of $33.55. The firm has a market capitalization of $105.49 million, a PE ratio of 24.33 and a beta of 0.39.

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.