CFD
SEPW icon

Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Creative Financial Designs’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 		$81.1K Buy
2,568
+24
+0.9% +$767 ﹤0.01% 738
2025
Q4 		$81.2K Sell
2,544
-70
-3% -$2.21K 0.01% 710
2025
Q3 		$82.1K Sell
2,614
-21
-0.8% -$646 0.01% 700
2025
Q2 		$79.5K Buy
2,635
+177
+7% +$5.12K 0.01% 727
2025
Q1 		$70.2K Sell
2,458
-23
-0.9% -$668 0.01% 722
2024
Q4 		$71.7K Buy
2,481
+146
+6% +$4.21K 0.01% 688
2024
Q3 		$66.6K Buy
+2,335
New +$65.5K 0.01% 700

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

Creative Financial Designs's SEPW Position: Q1 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 0.94% in Q1 2026, buying an estimated $767 and bringing the position to 2,568 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Creative Financial Designs first reported a position in SEPW in Q3 2024 and has held it in 7 quarters since. The position peaked at $82.1K in Q3 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Creative Financial Designs held 2,568 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $81.1K as of Q1 2026.
  • Creative Financial Designs bought 24 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $767.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #738 holding.
  • Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $82.1K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.