Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-10,553	Closed	-$275K	–	1728
2023 Q4	$275K	Buy	10,553 +235	+2%	+$5.89K	﹤0.01%	1285
2023 Q3	$252K	Buy	+10,318	New	+$256K	﹤0.01%	1293

Other funds holding SEPW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's SEPW Position: Q1 2024 in Review

Avantax Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q1 2024, closing a stake of 10,553 shares — an estimated $275K sold.

Avantax Advisory Services first reported a position in SEPW in Q3 2023 and held it in 2 quarters. The position peaked at $275K in Q4 2023. 27 funds tracked by Wall St. Rank hold SEPW as of Q1 2024.

Avantax Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 10,553 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2024, an estimated $275K.
Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and held it in 2 quarters.
Avantax Advisory Services's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $275K in Q4 2023.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.