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

CoreCap 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 Q3	$3.08K	Buy	+91	New	+$3.07K	﹤0.01%	2391

Other funds holding SEPW

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's SEPW Position: Q3 2026 in Review

CoreCap Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q3 2026: 91 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings.

10 funds tracked by Wall St. Rank hold SEPW as of Q3 2026.

CoreCap Advisors held 91 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $3.08K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF was a new CoreCap Advisors position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2391 holding.
10 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.