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

$28.93 +0.14 (+0.49%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$48.02M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.98M
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SEPW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/16/2024 SMART Wealth LLC42,730$1.22M0.5%N/A3.213%
11/15/2024 MML Investors Services LLC8,158$233K0.0%N/A0.613%
11/14/2024 CreativeOne Wealth LLC7,600$217K0.0%N/A0.571%
11/12/2024 Centaurus Financial Inc.32,511$927K0.1%+755.6%2.444%
11/12/2024 Kingsview Wealth Management LLC9,765$279K0.0%N/A0.734%
11/6/2024 BCGM Wealth Management LLC28,701$819K0.3%-6.0%2.158%
11/5/2024 First Heartland Consultants Inc.11,098$317K0.0%+4.0%0.834%
11/5/2024 WealthPlan Investment Management LLC9,840$281K0.0%N/A0.740%
11/5/2024 WealthPLAN Partners LLC21,021$600K0.1%N/A1.581%
11/5/2024 Harbour Investments Inc.44,478$1.27M0.0%+2,577.8%3.344%
10/28/2024 Creative Financial Designs Inc. ADV2,335$67K0.0%N/A0.176%
10/28/2024 Focus Financial Network Inc.25,726$734K0.0%N/A1.934%
10/25/2024 Strategic Blueprint LLC10,646$304K0.0%-3.9%0.800%
10/24/2024 Old 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%
10/22/2024 Elevated Capital Advisors LLC31,741$905K0.2%N/A2.387%
10/16/2024 B.O.S.S. Retirement Advisors LLC228,631$6.52M1.3%N/A17.190%
10/15/2024 American Asset Management Inc.147,242$4.20M4.5%N/A11.071%
10/15/2024 NBC Securities Inc.2,081$59K0.0%N/A0.156%
10/10/2024 Lloyd Advisory Services LLC.541,964$15.46M7.5%N/A40.749%
8/2/2024 Allegheny 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%
2/8/2024 Allegheny Financial Group LTD9,138$238K0.1%N/A0.000%
2/8/2024 BCGM Wealth Management LLC30,533$795K0.3%-15.0%0.000%
1/29/2024 Outlook Wealth Advisors LLC26,357$686K0.2%N/A0.000%
1/19/2024 PFG Advisors17,901$466K0.0%+2.3%0.000%
11/16/2023 Harbour Investments Inc.17,861$437K0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC15,401$377K0.0%N/A0.000%
11/8/2023 BCGM Wealth Management LLC35,914$878K0.4%N/A0.000%
11/8/2023 Atria Wealth Solutions Inc.11,747$287K0.0%N/A0.000%
11/8/2023 Avantax Advisory Services Inc.10,318$252K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC181,244$4.43M0.0%N/A0.000%
10/18/2023 Strategic Blueprint LLC10,882$266K0.0%N/A0.000%
10/13/2023 PFG 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, 30 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), B.O.S.S. Retirement Advisors LLC ($6.52M), American Asset Management Inc. ($4.20M), Commonwealth Equity Services LLC ($3.27M), Great Lakes Retirement Inc. ($3.05M), and Raymond James Financial Services Advisors Inc. ($2.97M).Learn more on SEPW's institutional investors.

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

Of the 29 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), B.O.S.S. Retirement Advisors LLC ($228.63K), Commonwealth Equity Services LLC ($181.24K), American Asset Management Inc. ($147.24K), Raymond James Financial Services Advisors Inc. ($109.19K), and Great Lakes Retirement Inc. ($106.72K).

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

Institutional investors have bought a total of 1,992,477 shares in the last 24 months. This purchase volume represents approximately $55.38M in transactions.

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

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Sep ETF stock in the last 24 months: Commonwealth Equity Services LLC ($133.37K), BCGM Wealth Management LLC ($7.21K), Cetera Advisors LLC ($3.10K), and Strategic Blueprint LLC ($435.00).

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

Institutional investors have sold a total of 144,117 shares in the last 24 months. This volume of shares sold represents approximately $3.98M in transactions.



This page (NYSEARCA:SEPW) was last updated on 12/22/2024 by MarketBeat.com Staff
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