A4 Wealth Advisors
SEPU icon

A4 Wealth Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

A4 Wealth Advisors’s Portfolio SEPU Stock Details SEPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,780
Closed -$211K – 95
2026
Q2 		$211K Sell
6,780
-12,668
-65% -$384K 0.14% 87
2026
Q1 		$545K Sell
19,448
-6,918
-26% -$200K 0.44% 43
2025
Q4 		$763K Sell
26,366
-7,926
-23% -$228K 0.66% 36
2025
Q3 		$977K Buy
+34,292
New +$944K 0.82% 33

Other funds holding SEPU

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

A4 Wealth Advisors's SEPU Position: Q3 2026 in Review

A4 Wealth Advisors sold out of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q3 2026, closing a stake of 6,780 shares — an estimated $211K sold.

A4 Wealth Advisors first reported a position in SEPU in Q3 2025 and held it in 4 quarters. The position peaked at $977K in Q3 2025. 8 funds tracked by Wall St. Rank hold SEPU as of Q3 2026.

  • A4 Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 6,780 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q3 2026, an estimated $211K.
  • A4 Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and held it in 4 quarters.
  • A4 Wealth Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $977K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.