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Blackston Financial Advisory Group’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Blackston Financial Advisory Group’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 		$741K Buy
23,450
+555
+2% +$17.7K 0.46% 33
2025
Q4 		$731K Sell
22,895
-1,426
-6% -$45K 0.44% 33
2025
Q3 		$764K Buy
+24,321
New +$749K 0.45% 32
2024
Q4 		– Sell
-7,779
Closed -$222K – 142
2024
Q3 		$222K Buy
+7,779
New +$218K 0.11% 121

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 $87.8M AUM 10.63% 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

Blackston Financial Advisory Group's SEPW Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 2.4% in Q1 2026, buying an estimated $17.7K and bringing the position to 23,450 shares worth $741K. The position accounts for 0.46% of the portfolio, ranked #33.

Blackston Financial Advisory Group first reported a position in SEPW in Q3 2024 and has held it in 4 quarters since. The position peaked at $764K in Q3 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Blackston Financial Advisory Group held 23,450 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $741K as of Q1 2026.
  • Blackston Financial Advisory Group bought 555 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $17.7K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.46% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #33 holding.
  • Blackston Financial Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 4 quarters since.
  • Blackston Financial Advisory Group's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $764K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.