Cambridge Investment Research Advisors
SEPW icon

Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Cambridge Investment Research Advisors’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 		$1.33M Sell
42,081
-1,407
-3% -$45K ﹤0.01% 1933
2025
Q4 		$1.39M Sell
43,488
-45,998
-51% -$1.45M ﹤0.01% 1840
2025
Q3 		$2.81M Buy
89,486
+48,491
+118% +$1.49M 0.01% 1250
2025
Q2 		$1.24M Buy
40,995
+7,681
+23% +$222K ﹤0.01% 1791
2025
Q1 		$951K Sell
33,314
-3,455
-9% -$100K ﹤0.01% 1910
2024
Q4 		$1.06M Sell
36,769
-787
-2% -$22.7K ﹤0.01% 1825
2024
Q3 		$1.07M Buy
37,556
+10,408
+38% +$292K ﹤0.01% 1810
2024
Q2 		$756K Sell
27,148
-4,902
-15% -$134K ﹤0.01% 1978
2024
Q1 		$871K Sell
32,050
-940
-3% -$25K ﹤0.01% 1822
2023
Q4 		$859K Buy
32,990
+4,509
+16% +$113K ﹤0.01% 1749
2023
Q3 		$697K Buy
+28,481
New +$706K ﹤0.01% 1817

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

Cambridge Investment Research Advisors's SEPW Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 3.2% in Q1 2026, selling an estimated $45K and leaving 42,081 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Cambridge Investment Research Advisors first reported a position in SEPW in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.81M in Q3 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Cambridge Investment Research Advisors held 42,081 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $1.33M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,407 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $45K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1933 holding.
  • Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and has held it in 11 quarters since.
  • Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $2.81M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.