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AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) Institutional Ownership

$26.76 -0.02 (-0.09%)
As of 08/1/2025 03:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (BATS:SEPU)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.80M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$650.64K
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SEPU Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2025 Stephens Inc. AR99,049$2.65M0.0%+0.4%10.159%
7/28/2025 Cypress Wealth Services LLC7,726$207K0.0%N/A0.792%
7/25/2025 Transcendent Capital Group LLC29,055$777K0.4%-10.2%2.980%
5/15/2025OLD Mission Capital LLC8,475$212K0.0%-45.4%0.892%
5/8/2025Allianz Investment Management U.S. LLC193,484$4.75M0.3%-3.7%20.367%
5/2/2025 Transcendent Capital Group LLC32,357$808K0.5%N/A3.406%
5/1/2025 Stephens Inc. AR98,620$2.46M0.0%+3.9%10.381%
4/30/2025 Stratos Wealth Advisors LLC12,750$318K0.0%-24.3%1.342%
4/14/2025 ARS Wealth Advisors Group LLC124,925$3.12M0.4%-2.3%13.150%
2/12/2025OLD Mission Capital LLC15,532$400K0.0%N/A0.000%
2/12/2025NBZ Investment Advisors LLC3,473$90K0.1%N/A0.000%
1/30/2025Strategic Financial Concepts LLC20,565$530K0.0%N/A0.000%
1/28/2025Strategic Financial Concepts LLC20,565$530K0.0%N/A0.000%
1/27/2025 Stratos Wealth Advisors LLC16,841$434K0.0%N/A0.000%
1/14/2025 ARS Wealth Advisors Group LLC127,923$3.30M0.5%-0.7%0.000%
11/15/2024Jane Street Group LLC10,800$274K0.0%N/A0.000%
10/28/2024 Stephens Inc. AR94,667$2.41M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SEPU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPU shares?

During the previous two years, 10 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF. The most heavily invested institutionals were Allianz Investment Management U.S. LLC ($4.75M), ARS Wealth Advisors Group LLC ($3.12M), Stephens Inc. AR ($2.65M), Transcendent Capital Group LLC ($777K), Strategic Financial Concepts LLC ($530K), Stratos Wealth Advisors LLC ($318K), and Jane Street Group LLC ($274K).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF's stock?

The following institutional investors have purchased AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF's stock in the last 24 months: Stephens Inc. AR ($98.84K), Strategic Financial Concepts LLC ($41.13K), Transcendent Capital Group LLC ($32.36K), Stratos Wealth Advisors LLC ($16.84K), OLD Mission Capital LLC ($15.53K), Jane Street Group LLC ($10.80K), and Cypress Wealth Services LLC ($7.73K).

How much institutional buying is happening at AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF?

Institutional investors have bought a total of 226,695 shares in the last 24 months. This purchase volume represents approximately $5.80M in transactions.

Which of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF stock in the last 24 months: Allianz Investment Management U.S. LLC ($7.50K), OLD Mission Capital LLC ($7.06K), Stratos Wealth Advisors LLC ($4.09K), ARS Wealth Advisors Group LLC ($3.89K), and Transcendent Capital Group LLC ($3.30K).

How much institutional selling is happening at AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF?

Institutional investors have sold a total of 25,838 shares in the last 24 months. This volume of shares sold represents approximately $650.64K in transactions.



This page (BATS:SEPU) was last updated on 8/2/2025 by MarketBeat.com Staff
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