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AllianzIM U.S. Large Cap Buffer20 Sep ETF (SEPW) Institutional Ownership

$27.80 +0.03 (+0.11%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$64.48M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.93M
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SEPW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Sep ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Authentikos Wealth Advisory LLC232,863$6.65M5.5%N/A9.505%
4/9/2025 NBC Securities Inc.2,081$59K0.0%+103,950.0%0.085%
2/17/2025Cetera Investment Advisers53,820$1.56M0.0%-2.1%4.047%
2/17/2025Citadel Advisors LLC10,641$308K0.0%N/A0.800%
2/14/2025Jane Street Group LLC15,679$453K0.0%-45.1%1.179%
2/14/2025GeoWealth Management LLC53,459$1.55M0.1%-15.0%4.019%
2/13/2025Raymond James Financial Inc.130,216$3.76M0.0%N/A9.791%
2/13/2025Envestnet Asset Management Inc.35,440$1.02M0.0%-4.0%2.665%
2/12/2025OLD Mission Capital LLC22,777$658K0.0%N/A1.713%
2/12/2025Riggs Capital Management LLC9,817$284K0.3%N/A0.738%
2/11/2025Grantvest Financial Group LLC21,043$608K0.7%N/A1.582%
2/10/2025Harbour Investments Inc.51,856$1.50M0.0%+16.6%3.899%
2/10/2025Commonwealth Equity Services LLC238,676$6.90M0.0%-1.4%17.946%
2/7/2025PFG Advisors16,676$482K0.0%-5.7%1.254%
2/6/2025Raymond James Financial Inc.130,216$3.76M0.0%N/A9.791%
2/4/2025BCGM Wealth Management LLC23,281$673K0.2%-18.9%1.750%
1/24/2025Spire Wealth Management36,515$1.06M0.0%N/A2.745%
1/21/2025Geneos Wealth Management Inc.1,000$29K0.0%N/A0.075%
1/13/2025Elevated Capital Advisors LLC28,718$830K0.2%-9.5%2.159%
12/16/2024SMART Wealth LLC42,730$1.22M0.5%N/A3.213%
11/15/2024MML Investors Services LLC8,158$233K0.0%N/A0.613%
11/14/2024CreativeOne Wealth LLC7,600$217K0.0%N/A0.571%
11/12/2024Centaurus Financial Inc.32,511$927K0.1%+755.6%2.444%
11/12/2024Kingsview Wealth Management LLC9,765$279K0.0%N/A0.734%
11/6/2024BCGM Wealth Management LLC28,701$819K0.3%-6.0%2.158%
11/5/2024First Heartland Consultants Inc.11,098$317K0.0%+4.0%0.834%
11/5/2024WealthPlan Investment Management LLC9,840$281K0.0%N/A0.740%
11/5/2024WealthPLAN Partners LLC21,021$600K0.1%N/A1.581%
11/5/2024Harbour Investments Inc.44,478$1.27M0.0%+2,577.8%3.344%
10/28/2024Creative Financial Designs Inc. ADV2,335$67K0.0%N/A0.176%
10/28/2024 Focus Financial Network Inc.25,726$734K0.0%N/A1.934%
10/25/2024Strategic Blueprint LLC10,646$304K0.0%-3.9%0.800%
10/24/2024Old Port Advisors11,478$327K0.1%+43.9%0.863%
10/23/2024 Outlook Wealth Advisors LLC268,601$7.66M2.2%N/A20.196%
10/23/2024 Blackston Financial Advisory Group LLC7,779$222K0.1%N/A0.585%
10/23/2024 Great Lakes Retirement Inc.106,723$3.05M0.4%N/A8.024%
10/22/2024Elevated Capital Advisors LLC31,741$905K0.2%N/A2.387%
10/16/2024B.O.S.S. Retirement Advisors LLC228,631$6.52M1.3%N/A17.190%
10/15/2024American Asset Management Inc.147,242$4.20M4.5%N/A11.071%
10/15/2024 NBC Securities Inc.2,081$59K0.0%N/A0.156%
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10/10/2024 Lloyd Advisory Services LLC.541,964$15.46M7.5%N/A40.749%
8/2/2024Allegheny Financial Group LTD9,138$254K0.1%N/A0.687%
7/31/2024Commonwealth Equity Services LLC117,588$3.27M0.0%-45.5%8.841%
5/24/2024Cetera Advisors LLC13,082$356K0.0%-19.2%0.984%
4/29/2024Commonwealth Equity Services LLC215,819$5.87M0.0%-14.0%15.987%
4/23/2024Raymond James Financial Services Advisors Inc.109,187$2.97M0.0%N/A8.088%
2/8/2024Allegheny Financial Group LTD9,138$238K0.1%N/A0.000%
2/8/2024BCGM Wealth Management LLC30,533$795K0.3%-15.0%0.000%
1/29/2024 Outlook Wealth Advisors LLC26,357$686K0.2%N/A0.000%
1/19/2024PFG Advisors17,901$466K0.0%+2.3%0.000%
11/16/2023Harbour Investments Inc.17,861$437K0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC15,401$377K0.0%N/A0.000%
11/8/2023BCGM Wealth Management LLC35,914$878K0.4%N/A0.000%
11/8/2023Atria Wealth Solutions Inc.11,747$287K0.0%N/A0.000%
11/8/2023Avantax Advisory Services Inc.10,318$252K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC181,244$4.43M0.0%N/A0.000%
10/18/2023Strategic Blueprint LLC10,882$266K0.0%N/A0.000%
10/13/2023PFG Advisors17,498$428K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SEPW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPW shares?

During the previous two years, 42 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF. The most heavily invested institutionals were Lloyd Advisory Services LLC. ($15.46M), Outlook Wealth Advisors LLC ($7.66M), Commonwealth Equity Services LLC ($6.90M), Authentikos Wealth Advisory LLC ($6.65M), B.O.S.S. Retirement Advisors LLC ($6.52M), American Asset Management Inc. ($4.20M), and Raymond James Financial Inc. ($3.76M).Learn more on SEPW's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Sep ETF stock?

Of the 37 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Sep ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lloyd Advisory Services LLC. ($541.96K), Outlook Wealth Advisors LLC ($294.96K), Raymond James Financial Inc. ($260.43K), Authentikos Wealth Advisory LLC ($232.86K), B.O.S.S. Retirement Advisors LLC ($228.63K), Commonwealth Equity Services LLC ($181.24K), and American Asset Management Inc. ($147.24K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Sep ETF?

Institutional investors have bought a total of 2,597,022 shares in the last 24 months. This purchase volume represents approximately $72.77M in transactions.

Which AllianzIM U.S. Large Cap Buffer20 Sep ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Sep ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($136.80K), Jane Street Group LLC ($12.89K), BCGM Wealth Management LLC ($12.63K), GeoWealth Management LLC ($9.46K), Cetera Advisors LLC ($3.10K), Elevated Capital Advisors LLC ($3.02K), and Envestnet Asset Management Inc. ($1.46K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Sep ETF?

Institutional investors have sold a total of 181,973 shares in the last 24 months. This volume of shares sold represents approximately $5.07M in transactions.


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This page (NYSEARCA:SEPW) was last updated on 4/20/2025 by MarketBeat.com Staff
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