WealthPLAN Partners LLC Acquires Shares of 21,021 AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW)

WealthPLAN Partners LLC bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 21,021 shares of the company’s stock, valued at approximately $600,000.

Several other large investors have also made changes to their positions in the company. NBC Securities Inc. bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the third quarter worth about $59,000. Creative Financial Designs Inc. ADV bought a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 3rd quarter worth approximately $67,000. Blackston Financial Advisory Group LLC acquired a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 3rd quarter valued at $222,000. Allegheny Financial Group LTD bought a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 2nd quarter valued at $254,000. Finally, Old Port Advisors boosted its stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 43.9% in the third quarter. Old Port Advisors now owns 11,478 shares of the company’s stock worth $327,000 after purchasing an additional 3,500 shares in the last quarter.

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

Shares of SEPW stock opened at $28.89 on Wednesday. The stock’s fifty day moving average is $28.45 and its 200-day moving average is $28.00. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 52 week low of $24.87 and a 52 week high of $29.44.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Company 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.