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

$29.29 +0.09 (+0.31%)
As of 04:10 PM Eastern
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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)
$48.04M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$4.07M
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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
1/21/2025Geneos Wealth Management Inc.1,000$29K0.0%N/A0.075%
1/13/2025 Elevated 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%
10/28/2024Focus Financial Network Inc.25,726$734K0.0%N/A1.934%
10/25/2024Strategic 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%
10/23/2024Blackston Financial Advisory Group LLC7,779$222K0.1%N/A0.585%
10/23/2024Great Lakes Retirement Inc.106,723$3.05M0.4%N/A8.024%
10/22/2024 Elevated Capital Advisors LLC31,741$905K0.2%N/A2.387%
10/16/2024B.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%
10/15/2024NBC Securities Inc.2,081$59K0.0%N/A0.156%
10/10/2024Lloyd 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%
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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, 31 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 30 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 1,993,477 shares in the last 24 months. This purchase volume represents approximately $55.41M 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), Elevated Capital Advisors LLC ($3.02K), 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 147,140 shares in the last 24 months. This volume of shares sold represents approximately $4.07M in transactions.


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This page (NYSEARCA:SEPW) was last updated on 1/21/2025 by MarketBeat.com Staff
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