ARS Wealth Advisors Group’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

ARS Wealth Advisors Group’s Portfolio SEPU Stock Details SEPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.69M	Sell	116,276 -822	-0.7%	-$25.9K	0.27%	54
2026 Q2	$3.64M	Sell	117,098 -5,296	-4%	-$161K	0.28%	54
2026 Q1	$3.43M	Sell	122,394 -712	-0.6%	-$20.5K	0.29%	52
2025 Q4	$3.56M	Hold	123,106	–	–	0.32%	48
2025 Q3	$3.51M	Sell	123,106 -1,819	-1%	-$50.1K	0.35%	49
2025 Q2	$3.34M	Hold	124,925	–	–	0.38%	47
2025 Q1	$3.12M	Sell	124,925 -2,998	-2%	-$77.5K	0.44%	39
2024 Q4	$3.3M	Sell	127,923 -890	-0.7%	-$23.1K	0.45%	40
2024 Q3	$3.27M	Buy	+128,813	New	+$3.22M	0.4%	42

Other funds holding SEPU

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

ARS Wealth Advisors Group's SEPU Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 0.7% in Q3 2026, selling an estimated $25.9K and leaving 116,276 shares worth $3.69M. The position accounts for 0.27% of the portfolio, ranked #54.

ARS Wealth Advisors Group first reported a position in SEPU in Q3 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold SEPU as of Q3 2026.

ARS Wealth Advisors Group held 116,276 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $3.69M as of Q3 2026.
ARS Wealth Advisors Group sold 822 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q3 2026, an estimated $25.9K.
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 0.27% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #54 holding.
ARS Wealth Advisors Group first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2024 and has held it in 9 quarters since.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.