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

Focus Financial Network’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 Q3	$1.05M	Buy	30,932 +2,759	+10%	+$93.1K	0.03%	331
2026 Q2	$941K	Sell	28,173 -363	-1%	-$11.9K	0.03%	354
2026 Q1	$901K	Sell	28,536 -2,040	-7%	-$65.2K	0.03%	330
2025 Q4	$976K	Hold	30,576	–	–	0.03%	302
2025 Q3	$960K	Sell	30,576 -217	-0.7%	-$6.68K	0.03%	307
2025 Q2	$929K	Buy	30,793 +5,067	+20%	+$147K	0.04%	307
2025 Q1	$734K	Hold	25,726	–	–	0.03%	342
2024 Q4	$744K	Hold	25,726	–	–	0.03%	332
2024 Q3	$734K	Buy	+25,726	New	+$721K	0.03%	326

Other funds holding SEPW

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Focus Financial Network's SEPW Position: Q3 2026 in Review

Focus Financial Network increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 9.8% in Q3 2026, buying an estimated $93.1K and bringing the position to 30,932 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #331.

Focus Financial Network first reported a position in SEPW in Q3 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold SEPW as of Q3 2026.

Focus Financial Network held 30,932 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $1.05M as of Q3 2026.
Focus Financial Network bought 2,759 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2026, an estimated $93.1K.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.03% of Focus Financial Network's portfolio in Q3 2026, its #331 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.