Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free SEPU Stock Alerts

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

$30.94 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (BATS:SEPU)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$125.99M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.46M
Get SEPU Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SEPU Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026Cetera Investment Advisers12,013$336K0.0%+6.7%1.232%
4/30/2026Kestra Advisory Services LLC8,660$242K0.0%+7.4%0.888%
4/28/2026Stephens Inc. AR129,833$3.64M0.0%+8.8%13.316%
4/24/2026SMART Wealth LLC12,201$342K0.1%N/A1.251%
4/23/2026Networth Advisors LLC6,391$179K0.1%N/A0.655%
4/22/2026FWG Investments LLC.9,879$277K0.2%N/A1.013%
4/17/2026Outlook Wealth Advisors LLC11,788$330K0.1%N/A1.209%
4/16/2026Paladin Wealth LLC68,646$1.92M1.3%+5.7%7.041%
2/17/2026Cetera Investment Advisers11,258$326K0.0%+43.5%1.155%
2/17/2026Osaic Holdings Inc.34,338$994K0.0%+680.4%3.522%
2/16/2026Arax Advisory Partners17,652$511K0.0%N/A1.810%
2/13/2026Safe Harbor Wealth Advisors LLC375,344$10.82M10.5%N/A38.497%
2/13/2026A4 Wealth Advisors LLC26,366$763K0.7%-23.1%2.704%
2/13/2026Allianz SE113,484$3.29M0.0%N/A11.639%
2/12/2026Mattson Financial Services LLC52,441$1.52M0.4%-6.3%5.379%
2/11/2026Allianz Investment Management LLC185,987$5.38M3.4%N/A19.076%
2/5/2026Stephens Inc. AR119,386$3.46M0.0%+16.4%12.245%
1/20/2026Stratos Wealth Advisors LLC151,527$4.39M0.2%-4.7%15.541%
1/15/2026Paladin Wealth LLC64,952$1.88M1.3%+12.5%6.662%
1/8/2026Gradient Investments LLC3,232,834$93.58M1.5%+2.8%331.573%
11/18/2025Copley Financial Group Inc.9,417$268K0.2%N/A0.966%
11/17/2025Kestra Private Wealth Services LLC9,924$283K0.0%N/A1.018%
11/17/2025Susquehanna International Group LLP48,688$1.39M0.0%+205.3%4.994%
11/17/2025Citadel Advisors LLC12,643$360K0.0%N/A1.297%
11/12/2025NBZ Investment Advisors LLC2,083$59K0.0%N/A0.214%
11/6/2025Allianz Investment Management U.S. LLC130,984$3.73M0.1%-30.5%13.434%
11/6/2025Stratos Wealth Advisors LLC159,028$4.53M0.2%+1,147.3%16.311%
11/4/2025A4 Wealth Advisors LLC34,292$977K0.8%N/A3.517%
10/27/2025Stephens Inc. AR102,552$2.92M0.0%+3.5%10.518%
10/17/2025Mattson Financial Services LLC55,969$1.60M0.4%N/A5.740%
10/14/2025Paladin Wealth LLC57,720$1.65M1.2%N/A5.920%
10/6/2025ARS Wealth Advisors Group LLC123,106$3.51M0.3%-1.5%12.626%
10/6/2025Gradient Investments LLC3,146,132$89.67M1.5%N/A322.680%
9/4/2025Osaic Holdings Inc.3,900$104K0.0%+11.4%0.400%
8/12/2025Allianz Investment Management U.S. LLC188,484$5.04M0.2%-2.6%19.332%
7/29/2025Stephens Inc. AR99,049$2.65M0.0%+0.4%10.159%
7/28/2025Cypress Wealth Services LLC7,726$207K0.0%N/A0.792%
7/25/2025Transcendent 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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
5/2/2025Transcendent Capital Group LLC32,357$808K0.5%N/A3.406%
5/1/2025Stephens Inc. AR98,620$2.46M0.0%+3.9%10.381%
4/30/2025Stratos Wealth Advisors LLC12,750$318K0.0%-24.3%1.342%
4/14/2025ARS 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%
1/27/2025Stratos Wealth Advisors LLC16,841$434K0.0%N/A0.000%
1/14/2025ARS Wealth Advisors Group LLC127,923$3.30M0.5%-0.7%0.000%
11/15/2024Jane Street Group LLC10,800$274K0.0%N/A0.000%
10/28/2024Stephens Inc. AR94,667$2.41M0.0%N/A0.000%


SEPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF. The most heavily invested institutionals were Gradient Investments LLC ($93.58M), Safe Harbor Wealth Advisors LLC ($10.82M), Allianz Investment Management LLC ($5.38M), Stratos Wealth Advisors LLC ($4.39M), Allianz Investment Management U.S. LLC ($3.73M), Stephens Inc. AR ($3.64M), and ARS Wealth Advisors Group LLC ($3.51M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF's institutional investors.

Of the 27 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($3.23M), Safe Harbor Wealth Advisors LLC ($375.34K), Allianz Investment Management LLC ($185.99K), Stratos Wealth Advisors LLC ($163.12K), Stephens Inc. AR ($129.62K), Allianz SE ($113.48K), and Paladin Wealth LLC ($68.65K).

Institutional investors have bought a total of 4,411,594 shares in the last 24 months. This purchase volume represents approximately $125.99M in transactions.

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 ($62.50K), A4 Wealth Advisors LLC ($7.93K), Stratos Wealth Advisors LLC ($7.50K), Mattson Financial Services LLC ($3.53K), Transcendent Capital Group LLC ($3.30K), and ARS Wealth Advisors Group LLC ($1.82K).

Institutional investors have sold a total of 86,576 shares in the last 24 months. This volume of shares sold represents approximately $2.46M in transactions.


Related Companies

This page (BATS:SEPU) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel