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 Q2	$29.8K	Hold	892	–	–	﹤0.01%	3681
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Arax Advisory Partners's SEPW Position: Q2 2026 in Review

Arax Advisory Partners held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q2 2026 at 892 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Arax Advisory Partners first reported a position in SEPW in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Arax Advisory Partners held 892 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $29.8K as of Q2 2026.
Arax Advisory Partners left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3681 holding.
Arax Advisory Partners first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.