Cetera Investment Advisers
SEPW icon

Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Cetera Investment Advisers’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 		$1.77M Sell
56,056
-2,059
-4% -$65.8K ﹤0.01% 2395
2025
Q4 		$1.85M Sell
58,115
-245,763
-81% -$7.76M ﹤0.01% 2275
2025
Q3 		$9.54M Buy
303,878
+256,234
+538% +$7.89M 0.01% 1018
2025
Q2 		$1.44M Sell
47,644
-1,303
-3% -$37.7K ﹤0.01% 2089
2025
Q1 		$1.4M Sell
48,947
-4,873
-9% -$141K ﹤0.01% 2001
2024
Q4 		$1.56M Sell
53,820
-1,166
-2% -$33.6K ﹤0.01% 1833
2024
Q3 		$1.57M Buy
54,986
+22,356
+69% +$627K ﹤0.01% 1791
2024
Q2 		$908K Sell
32,630
-9,937
-23% -$272K ﹤0.01% 2148
2024
Q1 		$1.16M Buy
42,567
+33,293
+359% +$886K ﹤0.01% 1954
2023
Q4 		$241K Buy
9,274
+998
+12% +$25K ﹤0.01% 1925
2023
Q3 		$202K Buy
+8,276
New +$205K ﹤0.01% 1978

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

Cetera Investment Advisers's SEPW Position: Q1 2026 in Review

Cetera Investment Advisers reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 3.5% in Q1 2026, selling an estimated $65.8K and leaving 56,056 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Cetera Investment Advisers first reported a position in SEPW in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.54M in Q3 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Cetera Investment Advisers held 56,056 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $1.77M as of Q1 2026.
  • Cetera Investment Advisers sold 2,059 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $65.8K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2395 holding.
  • Cetera Investment Advisers first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $9.54M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.