Atria Wealth Solutions’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Atria Wealth Solutions’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 Q2	$1.44M	Sell
2025 Q1	$1.38M	Sell
2024 Q4	$1.44M	Sell
2024 Q3	$1.43M	Buy
2024 Q2	$218K	Sell
2024 Q1	$297K	Sell
2023 Q4	$315K	Buy
2023 Q3	$287K	Buy