Superior Planning, LLC’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Superior Planning, LLC’s Portfolio SEPW Stock Details SEPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$314K	Buy	+9,270	New	+$313K	0.13%	122

Other funds holding SEPW

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's SEPW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q3 2026: 9,270 shares worth $314K. The stake represents 0.13% of the portfolio and ranks #122 among its holdings.

46 funds tracked by Wall St. Rank hold SEPW as of Q3 2026.

Superior Planning, LLC held 9,270 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $314K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF was a new Superior Planning, LLC position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.13% of Superior Planning, LLC's portfolio in Q3 2026, its #122 holding.
46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.