LifeWealth Investments LLC Makes New $2.25 Million Investment in AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

LifeWealth Investments LLC purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 71,600 shares of the company’s stock, valued at approximately $2,249,000. LifeWealth Investments LLC owned approximately 0.75% of AllianzIM U.S. Large Cap Buffer20 Sep ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in SEPW. Ballast Inc. acquired a new position in AllianzIM U.S. Large Cap Buffer20 Sep ETF during the 2nd quarter worth approximately $657,000. GeoWealth Management LLC increased its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 24.3% during the second quarter. GeoWealth Management LLC now owns 78,197 shares of the company’s stock worth $2,359,000 after buying an additional 15,293 shares in the last quarter. Crown Wealth Group LLC acquired a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the second quarter worth $434,000. Castle Rock Wealth Management LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the 3rd quarter valued at $272,000. Finally, Focus Financial Network Inc. boosted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF by 19.7% during the 2nd quarter. Focus Financial Network Inc. now owns 30,793 shares of the company’s stock valued at $929,000 after acquiring an additional 5,067 shares in the last quarter.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Stock Down 0.0%

Shares of SEPW stock opened at $31.98 on Tuesday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a twelve month low of $26.65 and a twelve month high of $32.05. The stock’s fifty day simple moving average is $31.62 and its 200 day simple moving average is $31.05. The firm has a market capitalization of $295.82 million, a P/E ratio of 24.33 and a beta of 0.43.

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.