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 Q3	$248K	Hold	7,726	–	–	0.03%	369
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cypress Wealth Services's SEPU Position: Q3 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) position steady in Q3 2026 at 7,726 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #369.

Cypress Wealth Services first reported a position in SEPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $443K in Q4 2024. 14 funds tracked by Wall St. Rank hold SEPU as of Q3 2026.

Cypress Wealth Services held 7,726 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $248K as of Q3 2026.
Cypress Wealth Services left its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #369 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 8 quarters since.
Cypress Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $443K in Q4 2024.
14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.