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D.J. St. Germain’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

D.J. St. Germain’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 		$19.8K Hold
594
– – ﹤0.01% 585
2026
Q1 		$18.8K Buy
+594
New +$19K ﹤0.01% 574

Other funds holding SEPW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

D.J. St. Germain's SEPW Position: Q2 2026 in Review

D.J. St. Germain held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q2 2026 at 594 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

D.J. St. Germain first reported a position in SEPW in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • D.J. St. Germain held 594 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $19.8K as of Q2 2026.
  • D.J. St. Germain left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #585 holding.
  • D.J. St. Germain first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.