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

Concurrent Investment 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 Q2	$326K	Hold	9,765	–	–	﹤0.01%	1645
2026 Q1	$308K	Hold	9,765	–	–	﹤0.01%	1486
2025 Q4	$312K	Hold	9,765	–	–	﹤0.01%	1377
2025 Q3	$307K	Buy	+9,765	New	+$301K	0.01%	1146

Other funds holding SEPW

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Concurrent Investment Advisors's SEPW Position: Q2 2026 in Review

Concurrent Investment Advisors held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q2 2026 at 9,765 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Concurrent Investment Advisors first reported a position in SEPW in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Concurrent Investment Advisors held 9,765 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $326K as of Q2 2026.
Concurrent Investment Advisors left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1645 holding.
Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.