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Decker Retirement Planning’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Decker Retirement Planning’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 		– Sell
-666
Closed -$21K – 469
2026
Q1 		$21K Sell
666
-92
-12% -$2.94K 0.01% 132
2025
Q4 		$24.2K Sell
758
-842
-53% -$26.6K 0.01% 126
2025
Q3 		$50.2K Buy
+1,600
New +$49.3K 0.03% 99

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

Decker Retirement Planning's SEPW Position: Q2 2026 in Review

Decker Retirement Planning sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 666 shares — an estimated $21K sold.

Decker Retirement Planning first reported a position in SEPW in Q3 2025 and held it in 3 quarters. The position peaked at $50.2K in Q3 2025. 12 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Decker Retirement Planning reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 666 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $21K.
  • Decker Retirement Planning first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and held it in 3 quarters.
  • Decker Retirement Planning's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $50.2K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.