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Arax Advisory Partners’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Arax Advisory 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
Q1 		$28.2K Hold
892
– – ﹤0.01% 1933
2025
Q4 		$28.5K Hold
892
– – ﹤0.01% 1923
2025
Q3 		$28K Buy
+892
New +$27.5K ﹤0.01% 2116

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 $87.8M AUM 10.63% 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

Arax Advisory Partners's SEPW Position: Q1 2026 in Review

Arax Advisory Partners held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q1 2026 at 892 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Arax Advisory Partners first reported a position in SEPW in Q3 2025 and has held it in 3 quarters since. The position peaked at $28.5K in Q4 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Arax Advisory Partners held 892 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $28.2K as of Q1 2026.
  • Arax Advisory Partners left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1933 holding.
  • Arax Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $28.5K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.