Allegheny Financial Group’s AllianzIM U.S. Large Cap 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
2025 Q3	$283K	Sell
2025 Q2	$276K	Hold
2025 Q1	$261K	Hold
2024 Q4	$264K	Hold
2024 Q3	$261K	Hold
2024 Q2	$254K	Buy
2024 Q1	–	Sell
2023 Q4	$238K	Buy