BCGM Wealth Management LLC Trims Stock Position in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW)

BCGM Wealth Management LLC cut its stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) by 18.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 23,281 shares of the company’s stock after selling 5,420 shares during the period. BCGM Wealth Management LLC’s holdings in AllianzIM U.S. Large Cap Buffer20 Sep ETF were worth $673,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. First Heartland Consultants Inc. lifted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 4.0% in the third quarter. First Heartland Consultants Inc. now owns 11,098 shares of the company’s stock valued at $317,000 after acquiring an additional 424 shares during the last quarter. Geneos Wealth Management Inc. purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the fourth quarter valued at $29,000. Creative Financial Designs Inc. ADV purchased a new stake in AllianzIM U.S. Large Cap Buffer20 Sep ETF in the third quarter valued at $67,000. Old Port Advisors lifted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 43.9% in the third quarter. Old Port Advisors now owns 11,478 shares of the company’s stock valued at $327,000 after acquiring an additional 3,500 shares during the last quarter. Finally, CreativeOne Wealth LLC purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the third quarter valued at about $217,000.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Trading Down 0.5 %

Shares of SEPW opened at $29.33 on Monday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a fifty-two week low of $26.72 and a fifty-two week high of $29.52. The firm has a 50-day simple moving average of $29.17 and a 200-day simple moving average of $28.74.

AllianzIM U.S. Large Cap Buffer20 Sep ETF 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.