ECA
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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Elevated Capital Advisors's SEPT Position: Q1 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) stake by 12% in Q1 2026, selling an estimated $12.3K and leaving 2,690 shares worth $92.4K. The position accounts for 0.02% of the portfolio, ranked #290.

Elevated Capital Advisors first reported a position in SEPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $107K in Q4 2025. 38 funds tracked by Wall St. Rank hold SEPT as of Q1 2026.

  • Elevated Capital Advisors held 2,690 shares of AllianzIM U.S. Equity Buffer10 Sep ETF worth $92.4K as of Q1 2026.
  • Elevated Capital Advisors sold 351 AllianzIM U.S. Equity Buffer10 Sep ETF shares in Q1 2026, an estimated $12.3K.
  • AllianzIM U.S. Equity Buffer10 Sep ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q1 2026, its #290 holding.
  • Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $107K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.