Outlook Wealth Advisors LLC Has $3.71 Million Stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

Outlook Wealth Advisors LLC lowered its position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 50.2% during the first quarter, Holdings Channel.com reports. The firm owned 117,474 shares of the company’s stock after selling 118,444 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Sep ETF accounts for 0.9% of Outlook Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest holding. Outlook Wealth Advisors LLC’s holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF were worth $3,711,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Allianz Investment Management LLC bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 4th quarter valued at $3,732,000. Great Lakes Retirement Inc. acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the third quarter worth $2,432,000. Westshore Wealth LLC boosted its position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 85.8% in the third quarter. Westshore Wealth LLC now owns 157,347 shares of the company’s stock valued at $4,941,000 after acquiring an additional 72,651 shares during the period. Networth Advisors LLC bought a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the fourth quarter valued at about $2,165,000. Finally, SMART Wealth LLC bought a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the fourth quarter valued at about $1,525,000.

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

SEPW stock opened at $33.31 on Tuesday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 52 week low of $29.56 and a 52 week high of $33.38. The company has a market capitalization of $293.13 million, a PE ratio of 24.33 and a beta of 0.40. The company’s 50-day simple moving average is $32.99 and its 200 day simple moving average is $32.30.

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.