Outlook Wealth Advisors LLC Purchases 114,092 Shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

Outlook Wealth Advisors LLC increased its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 93.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 235,918 shares of the company’s stock after purchasing an additional 114,092 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Sep ETF makes up about 1.7% of Outlook Wealth Advisors LLC’s portfolio, making the stock its 13th biggest position. Outlook Wealth Advisors LLC’s holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF were worth $7,530,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Key Capital Management INC bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the fourth quarter worth approximately $29,000. Geneos Wealth Management Inc. boosted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 100.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 2,000 shares of the company’s stock valued at $60,000 after acquiring an additional 1,000 shares in the last quarter. JPMorgan Chase & Co. bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 2nd quarter valued at $93,000. PFG Advisors boosted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 8.5% during the 4th quarter. PFG Advisors now owns 7,654 shares of the company’s stock valued at $244,000 after acquiring an additional 600 shares in the last quarter. Finally, Lantern Wealth Advisors LLC purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter valued at $255,000.

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

SEPW opened at $33.14 on Wednesday. The firm has a market cap of $291.63 million, a price-to-earnings ratio of 24.33 and a beta of 0.40. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 12 month low of $29.56 and a 12 month high of $33.29. The stock has a fifty day moving average price of $32.72 and a 200-day moving average price of $32.19.

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.