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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Buy
+7,726
New +$207K 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 +$437K 0.09% 166