Lloyd Advisory Services LLC. Buys Shares of 457,501 AllianzIM U.S. Large Cap Buffer20 Sep ETF $SEPW

Lloyd Advisory Services LLC. purchased a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 457,501 shares of the company’s stock, valued at approximately $14,368,000. AllianzIM U.S. Large Cap Buffer20 Sep ETF accounts for about 6.7% of Lloyd Advisory Services LLC.’s investment portfolio, making the stock its 4th largest holding. Lloyd Advisory Services LLC. owned about 4.78% of AllianzIM U.S. Large Cap Buffer20 Sep ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in SEPW. Decker Retirement Planning Inc. acquired a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the third quarter valued at approximately $50,000. Geneos Wealth Management Inc. boosted its position in AllianzIM U.S. Large Cap Buffer20 Sep ETF by 100.0% in the 2nd quarter. Geneos Wealth Management Inc. now owns 2,000 shares of the company’s stock valued at $60,000 after buying an additional 1,000 shares during the period. JPMorgan Chase & Co. acquired a new position in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the second quarter worth $93,000. Castle Rock Wealth Management LLC purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF during the third quarter worth $272,000. Finally, Concurrent Investment Advisors LLC acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF in the third quarter valued at $307,000.

AllianzIM U.S. Large Cap Buffer20 Sep ETF Trading Up 0.1%

NYSEARCA:SEPW opened at $32.05 on Friday. AllianzIM U.S. Large Cap Buffer20 Sep ETF has a 12-month low of $26.65 and a 12-month high of $32.90. The firm has a market cap of $276.27 million, a PE ratio of 24.33 and a beta of 0.43. The stock has a fifty day moving average price of $31.80 and a 200 day moving average price of $31.30.

About AllianzIM U.S. Large Cap Buffer20 Sep ETF

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.