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

Independent Financial Group’s Portfolio SEPW Stock Details SEPW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Hold
2025 Q4	$253K	Buy
2025 Q3	$221K	Buy