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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Hold
2025
Q2
$207K Buy
2025
Q1
Sell
2024
Q4
$443K Hold
2024
Q3
$437K Buy