AWE
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Avidian Wealth Enterprises’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Avidian Wealth Enterprises’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 		$578K Hold
18,293
– – 0.02% 406
2025
Q4 		$584K Hold
18,293
– – 0.02% 345
2025
Q3 		$574K Buy
+18,293
New +$563K 0.02% 338

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 $80.8M AUM 9.88% 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

Avidian Wealth Enterprises's SEPW Position: Q1 2026 in Review

Avidian Wealth Enterprises held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q1 2026 at 18,293 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #406.

Avidian Wealth Enterprises first reported a position in SEPW in Q3 2025 and has held it in 3 quarters since. The position peaked at $584K in Q4 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Avidian Wealth Enterprises held 18,293 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $578K as of Q1 2026.
  • Avidian Wealth Enterprises left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #406 holding.
  • Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $584K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.