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Cetera Advisor Networks’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Cetera Advisor Networks’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 		$769K Hold
28,288
– – ﹤0.01% 1630
2023
Q4 		$736K Buy
28,288
+7,300
+35% +$183K ﹤0.01% 1587
2023
Q3 		$513K Buy
+20,988
New +$520K ﹤0.01% 1738

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Advisor Networks's SEPW Position: Q1 2024 in Review

Cetera Advisor Networks held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q1 2024 at 28,288 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Cetera Advisor Networks first reported a position in SEPW in Q3 2023 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold SEPW as of Q1 2024.

  • Cetera Advisor Networks held 28,288 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $769K as of Q1 2024.
  • Cetera Advisor Networks left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q1 2024.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1630 holding.
  • Cetera Advisor Networks first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.