Summary
SEPW Chart
AllianzIM U.S. Large Cap Buffer20 Sep ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,605 | $572,395.55 | $624,011.7 | $51,616.15 | 9.02% |
 Jeff Ameen Spire Wealth Management | 96,835 | $2.99M | $3.25M | $253,756.85 | 8.48% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $122,300.5 | $167,675 | $45,374.5 | 37.1% |
| WRC William Reid Culp III TAGStone Capital Inc. | 7,351 | $230,911.56 | $246,662.8 | $15,751.24 | 6.82% |
| NS Nicholas Shaheen FSA Advisors Inc. | 44,470 | $1.4M | $1.49M | $94,329.71 | 6.75% |
AllianzIM U.S. Large Cap Buffer20 Sep ETF (SEPW) FAQ
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Has AllianzIM U.S. Large Cap Buffer20 Sep ETF ever had a stock split?
AllianzIM U.S. Large Cap Buffer20 Sep ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates within the financial sector, focusing primarily on investments that mirror the economic attributes of U.S. large cap equity securities. By allocating at least 80% of its net assets towards such instruments, the company targets investors looking to capitalize on the performance of major U.S. companies without directly purchasing stocks. The strategic use of FLexible EXchange Options (FLEX Options) tied to an Underlying ETF (Exchange Traded Fund) is a centerpiece of its investment approach. This method allows for considerable flexibility and specificity in investment choices, particularly benefiting those interested in leveraging the potential of the U.S. large cap market. Despite offering a focused investment strategy, the fund is classified as non-diversified, indicating a potentially higher risk and reward profile due to the concentration of investments.
Products and Services
The company offers a focused investment product that leverages innovative financial instruments to achieve its objectives. Below is a detailed look at its core offerings:
- Investment in Economic Characteristics Similar to U.S. Large Cap Equity Securities - This service encapsulates the fund’s primary investment focus, targeting securities that echo the performance and economic characteristics of major U.S. companies. It aims to provide investors with an alternative means to gain exposure to large cap equities without direct stock ownership.
- FLEX Options on Underlying ETF - A distinctive product offering involving the investment in FLEX Options that are tied to an engaging Underlying ETF. This form of derivatives trading allows for customizing the terms of the option, including strike prices, expiration dates, and various other features. It's designed for investors seeking adaptive investment strategies that can be tailored to specific market outlooks or individual risk tolerances.
