AFG
SEPW icon

Allegheny Financial Group’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Allegheny Financial Group’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
Q1 		$259K Hold
8,208
– – 0.04% 242
2025
Q4 		$262K Sell
8,208
-800
-9% -$25.3K 0.04% 224
2025
Q3 		$283K Sell
9,008
-130
-1% -$4K 0.05% 202
2025
Q2 		$276K Hold
9,138
– – 0.06% 194
2025
Q1 		$261K Hold
9,138
– – 0.07% 188
2024
Q4 		$264K Hold
9,138
– – 0.07% 193
2024
Q3 		$261K Hold
9,138
– – 0.06% 207
2024
Q2 		$254K Buy
+9,138
New +$250K 0.07% 190
2024
Q1 		– Sell
-9,138
Closed -$238K – 217
2023
Q4 		$238K Buy
+9,138
New +$229K 0.08% 185

Other funds holding SEPW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return