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

$27.11
+0.03 (+0.11%)
(As of 04/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$11.26M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.10M
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SEPW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Commonwealth Equity Services LLC215,819$5.87M0.0%-14.0%15.987%
4/23/2024 Raymond 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, 11 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($5.87M), Raymond James Financial Services Advisors Inc. ($2.97M), BCGM Wealth Management LLC ($795K), Outlook Wealth Advisors LLC ($686K), PFG Advisors ($466K), Harbour Investments Inc. ($437K), and Kestra Advisory Services LLC ($377K).Learn more on SEPW's institutional investors.

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

Of the 11 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: Commonwealth Equity Services LLC ($181.24K), Raymond James Financial Services Advisors Inc. ($109.19K), BCGM Wealth Management LLC ($35.91K), Outlook Wealth Advisors LLC ($26.36K), PFG Advisors ($17.90K), Harbour Investments Inc. ($17.86K), and Kestra Advisory Services LLC ($15.40K).

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

Institutional investors have bought a total of 445,950 shares in the last 24 months. This purchase volume represents approximately $11.26M in transactions.

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

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Sep ETF stock in the last 24 months: Commonwealth Equity Services LLC ($35.14K), and BCGM Wealth Management LLC ($5.38K).

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

Institutional investors have sold a total of 40,519 shares in the last 24 months. This volume of shares sold represents approximately $1.10M in transactions.


This page (NYSEARCA:SEPW) was last updated on 4/30/2024 by MarketBeat.com Staff

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