CWS
SEPU

Cypress Wealth Services’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Cypress Wealth Services’s Portfolio SEPU Stock Details SEPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Hold
7,726
– – 0.03% 381
2026
Q1 		$216K Hold
7,726
– – 0.03% 366
2025
Q4 		$224K Hold
7,726
– – 0.03% 358
2025
Q3 		$220K Hold
7,726
– – 0.04% 311
2025
Q2 		$207K Buy
+7,726
New +$196K 0.04% 301
2025
Q1 		– Sell
-17,181
Closed -$443K – 296
2024
Q4 		$443K Hold
17,181
– – 0.09% 163
2024
Q3 		$437K Buy
+17,181
New +$429K 0.09% 166

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
A4 Wealth Advisors Huntersville, North Carolina $151M AUM 24.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cypress Wealth Services's SEPU Position: Q2 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) position steady in Q2 2026 at 7,726 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #381.

Cypress Wealth Services first reported a position in SEPU in Q3 2024 and has held it in 7 quarters since. The position peaked at $443K in Q4 2024. 15 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • Cypress Wealth Services held 7,726 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $240K as of Q2 2026.
  • Cypress Wealth Services left its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #381 holding.
  • Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2024 and has held it in 7 quarters since.
  • Cypress Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $443K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.