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Financial Network Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Financial Network Wealth Advisors’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
2024
Q3 		– Sell
-606
Closed -$16.9K – 970
2024
Q2 		$16.9K Buy
+606
New +$16.6K 0.01% 423

Other funds holding SEPW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Financial Network Wealth Advisors's SEPW Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q3 2024, closing a stake of 606 shares — an estimated $16.9K sold.

Financial Network Wealth Advisors first reported a position in SEPW in Q2 2024 and held it in 1 quarter. The position peaked at $16.9K in Q2 2024. 52 funds tracked by Wall St. Rank hold SEPW as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 606 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2024, an estimated $16.9K.
  • Financial Network Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $16.9K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.