83,114 Shares in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF $SEPU Purchased by USA Financial Formulas

USA Financial Formulas purchased a new position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (BATS:SEPU) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 83,114 shares of the company’s stock, valued at approximately $2,564,000. AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF comprises approximately 0.5% of USA Financial Formulas’ holdings, making the stock its 14th largest position. USA Financial Formulas owned 8.52% of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Kestra Advisory Services LLC lifted its stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF by 7.4% during the first quarter. Kestra Advisory Services LLC now owns 8,660 shares of the company’s stock worth $242,000 after buying an additional 600 shares during the period. Cetera Investment Advisers increased its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF by 6.7% in the 1st quarter. Cetera Investment Advisers now owns 12,013 shares of the company’s stock valued at $336,000 after acquiring an additional 755 shares during the period. Paladin Wealth LLC increased its position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF by 5.7% in the 1st quarter. Paladin Wealth LLC now owns 68,646 shares of the company’s stock valued at $1,922,000 after acquiring an additional 3,694 shares during the period. Mosley Wealth Management acquired a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in the 3rd quarter valued at $134,000. Finally, Networth Advisors LLC acquired a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in the 1st quarter valued at $179,000.

AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF Stock Performance

Shares of SEPU stock opened at $31.59 on Friday. The business has a fifty day moving average of $31.80 and a 200 day moving average of $30.95. AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF has a 1 year low of $27.49 and a 1 year high of $32.28.

AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF Company Profile

The AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and uncapped gains on the SPDR S&P 500 ETF Trust over a one-year period. The actively managed fund holds options and collateral. SEPU was launched on Aug 30, 2024 and is issued by Allianz.