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Csenge Advisory Group’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Csenge Advisory Group’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 		$687K Buy
21,751
+2,427
+13% +$77.6K 0.03% 371
2025
Q4 		$617K Sell
19,324
-46,406
-71% -$1.46M 0.03% 398
2025
Q3 		$2.06M Buy
+65,730
New +$2.02M 0.1% 173
2024
Q4 		– Sell
-30,857
Closed -$882K – 749
2024
Q3 		$882K Buy
+30,857
New +$865K 0.05% 302

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

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

Csenge Advisory Group increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 13% in Q1 2026, buying an estimated $77.6K and bringing the position to 21,751 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #371.

Csenge Advisory Group first reported a position in SEPW in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.06M in Q3 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Csenge Advisory Group held 21,751 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $687K as of Q1 2026.
  • Csenge Advisory Group bought 2,427 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $77.6K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.03% of Csenge Advisory Group's portfolio in Q1 2026, its #371 holding.
  • Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 4 quarters since.
  • Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $2.06M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

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