Evergreen Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Evergreen Wealth Solutions’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	$200K	Buy	+5,920	New	+$195K	0.01%	506

Other funds holding SEPW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Evergreen Wealth Solutions's SEPW Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026: 5,920 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Evergreen Wealth Solutions held 5,920 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $200K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF was a new Evergreen Wealth Solutions position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #506 holding.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.