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 Q2	–	Sell	-21,751	Closed	-$687K	–	822
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

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

SWM

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

Csenge Advisory Group's SEPW Position: Q2 2026 in Review

Csenge Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 21,751 shares — an estimated $687K sold.

Csenge Advisory Group first reported a position in SEPW in Q3 2024 and held it in 4 quarters. The position peaked at $2.06M in Q3 2025. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Csenge Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
Csenge Advisory Group sold 21,751 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $687K.
Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and held it in 4 quarters.
Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $2.06M in Q3 2025.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.