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Advus Financial Partners’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Advus Financial Partners’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 		$418K Buy
12,323
+400
+3% +$13.5K 0.12% 97
2026
Q2 		$398K Buy
+11,923
New +$392K 0.11% 98

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Advus Financial Partners's SEPW Position: Q3 2026 in Review

Advus Financial Partners increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 3.4% in Q3 2026, buying an estimated $13.5K and bringing the position to 12,323 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #97.

Advus Financial Partners first reported a position in SEPW in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold SEPW as of Q3 2026.

  • Advus Financial Partners held 12,323 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $418K as of Q3 2026.
  • Advus Financial Partners bought 400 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2026, an estimated $13.5K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.12% of Advus Financial Partners's portfolio in Q3 2026, its #97 holding.
  • Advus Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.