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Clear Point Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-500
Closed -$14.3K – 456
2024
Q3 		$14.3K Hold
500
– – 0.01% 306
2024
Q2 		$13.9K Hold
500
– – 0.01% 300
2024
Q1 		$13.6K Hold
500
– – 0.01% 306
2023
Q4 		$13K Buy
+500
New +$12.5K 0.01% 297

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Clear Point Advisors's SEPW Position: Q4 2024 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q4 2024, closing a stake of 500 shares — an estimated $14.3K sold.

Clear Point Advisors first reported a position in SEPW in Q4 2023 and held it in 4 quarters. The position peaked at $14.3K in Q3 2024. 41 funds tracked by Wall St. Rank hold SEPW as of Q4 2024.

  • Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 500 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q4 2024, an estimated $14.3K.
  • Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $14.3K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.