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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Aegis Wealth Management (Iowa)’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
Q2 		– Sell
-38,360
Closed -$1.21M – 124
2026
Q1 		$1.21M Sell
38,360
-758
-2% -$24.2K 0.95% 24
2025
Q4 		$1.25M Buy
+39,118
New +$1.23M 0.98% 22

Other funds holding SEPW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s SEPW Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 38,360 shares — an estimated $1.21M sold.

Aegis Wealth Management (Iowa) first reported a position in SEPW in Q4 2025 and held it in 2 quarters. The position peaked at $1.25M in Q4 2025. 6 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Aegis Wealth Management (Iowa) reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 38,360 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $1.21M.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Iowa)'s AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $1.25M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.