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 Q2	$11.6K	Sell	348 -2,220	-86%	-$73K	﹤0.01%	1478
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

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

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Creative Financial Designs's SEPW Position: Q2 2026 in Review

Creative Financial Designs reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 86% in Q2 2026, selling an estimated $73K and leaving 348 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Creative Financial Designs first reported a position in SEPW in Q3 2024 and has held it in 8 quarters since. The position peaked at $82.1K in Q3 2025. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Creative Financial Designs held 348 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $11.6K as of Q2 2026.
Creative Financial Designs sold 2,220 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $73K.
AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1478 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $82.1K in Q3 2025.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.