AWM
SEPU

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

AE Wealth Management’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
Q2 		$22.7K Sell
730
-233,864
-100% -$7.09M ﹤0.01% 2234
2026
Q1 		$6.57M Buy
+234,594
New +$6.77M 0.04% 359
2025
Q4 		– Sell
-112
Closed -$3.19K – 2571
2025
Q3 		$3.19K Hold
112
– – ﹤0.01% 2125
2025
Q2 		$2.99K Hold
112
– – ﹤0.01% 2015
2025
Q1 		$2.8K Buy
+112
New +$2.9K ﹤0.01% 2001

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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 $286M AUM 19.63% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AE Wealth Management's SEPU Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 100% in Q2 2026, selling an estimated $7.09M and leaving 730 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

AE Wealth Management first reported a position in SEPU in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.57M in Q1 2026. 30 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • AE Wealth Management held 730 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $22.7K as of Q2 2026.
  • AE Wealth Management sold 233,864 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q2 2026, an estimated $7.09M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2234 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q1 2025 and has held it in 5 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $6.57M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.