Free Trial
→ Silicon Valley Gold Rush (From Stansberry Research) (Ad) Buy SEPW Stock  Free SEPW Stock Alerts

AllianzIM U.S. Large Cap Buffer20 Sep ETF (SEPW) Institutional Ownership

$28.80 +0.19 (+0.66%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$61.51M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.27M
Get SEPW Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Large Cap Buffer20 Sep ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SEPW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Sep ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.33,735$963K0.0%-4.8%1.377%
4/24/2025 Elevated Capital Advisors LLC26,191$748K0.2%-8.8%1.069%
4/23/2025 Spire Wealth Management30,463$870K0.0%-16.6%1.243%
4/17/2025 Authentikos Wealth Advisory LLC232,863$6.65M5.5%N/A9.505%
4/9/2025 NBC Securities Inc.2,081$59K0.0%+103,950.0%0.085%
2/17/2025Cetera Investment Advisers53,820$1.56M0.0%-2.1%4.047%
2/17/2025Citadel Advisors LLC10,641$308K0.0%N/A0.800%
2/14/2025Jane Street Group LLC15,679$453K0.0%-45.1%1.179%
2/14/2025GeoWealth Management LLC53,459$1.55M0.1%-15.0%4.019%
2/13/2025Raymond James Financial Inc.130,216$3.76M0.0%N/A9.791%
2/13/2025 Envestnet Asset Management Inc.35,440$1.02M0.0%-4.0%2.665%
2/12/2025OLD Mission Capital LLC22,777$658K0.0%N/A1.713%
2/12/2025Riggs Capital Management LLC9,817$284K0.3%N/A0.738%
2/11/2025Grantvest Financial Group LLC21,043$608K0.7%N/A1.582%
2/10/2025Harbour Investments Inc.51,856$1.50M0.0%+16.6%3.899%
2/10/2025Commonwealth Equity Services LLC238,676$6.90M0.0%-1.4%17.946%
2/7/2025PFG Advisors16,676$482K0.0%-5.7%1.254%
2/6/2025Raymond James Financial Inc.130,216$3.76M0.0%N/A9.791%
2/4/2025BCGM Wealth Management LLC23,281$673K0.2%-18.9%1.750%
1/24/2025 Spire Wealth Management36,515$1.06M0.0%N/A2.745%
1/21/2025Geneos Wealth Management Inc.1,000$29K0.0%N/A0.075%
1/13/2025 Elevated Capital Advisors LLC28,718$830K0.2%-9.5%2.159%
12/16/2024 SMART Wealth LLC42,730$1.22M0.5%N/A3.213%
11/15/2024MML Investors Services LLC8,158$233K0.0%N/A0.613%
11/14/2024CreativeOne Wealth LLC7,600$217K0.0%N/A0.571%
11/12/2024Centaurus Financial Inc.32,511$927K0.1%+755.6%2.444%
11/12/2024Kingsview Wealth Management LLC9,765$279K0.0%N/A0.734%
11/6/2024BCGM Wealth Management LLC28,701$819K0.3%-6.0%2.158%
11/5/2024First Heartland Consultants Inc.11,098$317K0.0%+4.0%0.834%
11/5/2024WealthPlan Investment Management LLC9,840$281K0.0%N/A0.740%
11/5/2024WealthPLAN Partners LLC21,021$600K0.1%N/A1.581%
11/5/2024Harbour Investments Inc.44,478$1.27M0.0%+2,577.8%3.344%
10/28/2024 Creative Financial Designs Inc. ADV2,335$67K0.0%N/A0.176%
10/28/2024 Focus Financial Network Inc.25,726$734K0.0%N/A1.934%
10/25/2024 Strategic Blueprint LLC10,646$304K0.0%-3.9%0.800%
10/24/2024Old Port Advisors11,478$327K0.1%+43.9%0.863%
10/23/2024 Outlook Wealth Advisors LLC268,601$7.66M2.2%N/A20.196%
10/23/2024 Blackston Financial Advisory Group LLC7,779$222K0.1%N/A0.585%
10/23/2024 Great Lakes Retirement Inc.106,723$3.05M0.4%N/A8.024%
10/22/2024 Elevated Capital Advisors LLC31,741$905K0.2%N/A2.387%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
10/16/2024 B.O.S.S. Retirement Advisors LLC228,631$6.52M1.3%N/A17.190%
10/15/2024American Asset Management Inc.147,242$4.20M4.5%N/A11.071%
10/15/2024 NBC Securities Inc.2,081$59K0.0%N/A0.156%
10/10/2024 Lloyd Advisory Services LLC.541,964$15.46M7.5%N/A40.749%
8/2/2024Allegheny Financial Group LTD9,138$254K0.1%N/A0.687%
7/31/2024Commonwealth Equity Services LLC117,588$3.27M0.0%-45.5%8.841%
5/24/2024Cetera Advisors LLC13,082$356K0.0%-19.2%0.984%
4/29/2024Commonwealth Equity Services LLC215,819$5.87M0.0%-14.0%15.987%
4/23/2024Raymond James Financial Services Advisors Inc.109,187$2.97M0.0%N/A8.088%
2/8/2024Allegheny Financial Group LTD9,138$238K0.1%N/A0.000%
2/8/2024BCGM Wealth Management LLC30,533$795K0.3%-15.0%0.000%
1/29/2024 Outlook Wealth Advisors LLC26,357$686K0.2%N/A0.000%
1/19/2024PFG Advisors17,901$466K0.0%+2.3%0.000%
11/16/2023Harbour Investments Inc.17,861$437K0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC15,401$377K0.0%N/A0.000%
11/8/2023BCGM Wealth Management LLC35,914$878K0.4%N/A0.000%
11/8/2023Atria Wealth Solutions Inc.11,747$287K0.0%N/A0.000%
11/8/2023Avantax Advisory Services Inc.10,318$252K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC181,244$4.43M0.0%N/A0.000%
10/18/2023 Strategic Blueprint LLC10,882$266K0.0%N/A0.000%
10/13/2023PFG Advisors17,498$428K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SEPW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPW shares?

During the previous two years, 42 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF. The most heavily invested institutionals were Lloyd Advisory Services LLC. ($15.46M), Outlook Wealth Advisors LLC ($7.66M), Commonwealth Equity Services LLC ($6.90M), Authentikos Wealth Advisory LLC ($6.65M), B.O.S.S. Retirement Advisors LLC ($6.52M), American Asset Management Inc. ($4.20M), and Raymond James Financial Inc. ($3.76M).Learn more on SEPW's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Sep ETF stock?

Of the 37 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Sep ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lloyd Advisory Services LLC. ($541.96K), Outlook Wealth Advisors LLC ($294.96K), Raymond James Financial Inc. ($260.43K), Authentikos Wealth Advisory LLC ($232.86K), B.O.S.S. Retirement Advisors LLC ($228.63K), Commonwealth Equity Services LLC ($181.24K), and American Asset Management Inc. ($147.24K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Sep ETF?

Institutional investors have bought a total of 2,597,022 shares in the last 24 months. This purchase volume represents approximately $72.77M in transactions.

Which AllianzIM U.S. Large Cap Buffer20 Sep ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Sep ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($136.80K), Jane Street Group LLC ($12.89K), BCGM Wealth Management LLC ($12.63K), GeoWealth Management LLC ($9.46K), Spire Wealth Management ($6.05K), Elevated Capital Advisors LLC ($5.55K), and Envestnet Asset Management Inc. ($3.17K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Sep ETF?

Institutional investors have sold a total of 192,257 shares in the last 24 months. This volume of shares sold represents approximately $5.37M in transactions.


Related Companies

This page (NYSEARCA:SEPW) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Real Americans Don’t Wait on Wall Street’s Next Move
What's happening in the markets right now should concern every freedom-loving American who's worked hard and s...
Premier Gold Co | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored