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Csenge Advisory Group’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

Csenge Advisory Group’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$687K Sell
20,007
-1,281
-6% -$45K 0.03% 370
2025
Q4 		$749K Buy
21,288
+886
+4% +$30.8K 0.03% 357
2025
Q3 		$703K Buy
+20,402
New +$679K 0.03% 369
2024
Q4 		– Sell
-14,308
Closed -$432K – 750
2024
Q3 		$432K Buy
+14,308
New +$420K 0.02% 461

Other funds holding SEPT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Csenge Advisory Group's SEPT Position: Q1 2026 in Review

Csenge Advisory Group reduced its AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) stake by 6% in Q1 2026, selling an estimated $45K and leaving 20,007 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #370.

Csenge Advisory Group first reported a position in SEPT in Q3 2024 and has held it in 4 quarters since. The position peaked at $749K in Q4 2025. 38 funds tracked by Wall St. Rank hold SEPT as of Q1 2026.

  • Csenge Advisory Group held 20,007 shares of AllianzIM U.S. Equity Buffer10 Sep ETF worth $687K as of Q1 2026.
  • Csenge Advisory Group sold 1,281 AllianzIM U.S. Equity Buffer10 Sep ETF shares in Q1 2026, an estimated $45K.
  • AllianzIM U.S. Equity Buffer10 Sep ETF made up 0.03% of Csenge Advisory Group's portfolio in Q1 2026, its #370 holding.
  • Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q3 2024 and has held it in 4 quarters since.
  • Csenge Advisory Group's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $749K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.