Elevated Capital Advisors
SEPT icon

Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

Elevated Capital Advisors’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$74.9K Hold
1,951
– – 0.02% 248
2026
Q2 		$73.2K Sell
1,951
-739
-27% -$27.1K 0.02% 310
2026
Q1 		$92.4K Sell
2,690
-351
-12% -$12.3K 0.02% 290
2025
Q4 		$107K Buy
+3,041
New +$106K 0.02% 293

Other funds holding SEPT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Elevated Capital Advisors's SEPT Position: Q3 2026 in Review

Elevated Capital Advisors held its AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) position steady in Q3 2026 at 1,951 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #248.

Elevated Capital Advisors first reported a position in SEPT in Q4 2025 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 12 funds tracked by Wall St. Rank hold SEPT as of Q3 2026.

  • Elevated Capital Advisors held 1,951 shares of AllianzIM U.S. Equity Buffer10 Sep ETF worth $74.9K as of Q3 2026.
  • Elevated Capital Advisors left its AllianzIM U.S. Equity Buffer10 Sep ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer10 Sep ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #248 holding.
  • Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $107K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.