AWA
SEPU

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

A4 Wealth Advisors's SEPU Position: Q1 2026 in Review

A4 Wealth Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 26% in Q1 2026, selling an estimated $200K and leaving 19,448 shares worth $545K. The position accounts for 0.44% of the portfolio, ranked #43.

A4 Wealth Advisors first reported a position in SEPU in Q3 2025 and has held it in 3 quarters since. The position peaked at $977K in Q3 2025. 33 funds tracked by Wall St. Rank hold SEPU as of Q1 2026.

  • A4 Wealth Advisors held 19,448 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $545K as of Q1 2026.
  • A4 Wealth Advisors sold 6,918 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q1 2026, an estimated $200K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 0.44% of A4 Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • A4 Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and has held it in 3 quarters since.
  • A4 Wealth Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $977K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.