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FSA Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

FSA 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
2026
Q1 		$1.4M Buy
44,470
+6,956
+19% +$222K 0.93% 29
2025
Q4 		$1.2M Sell
37,514
-3,718
-9% -$117K 0.83% 35
2025
Q3 		$1.29M Buy
+41,232
New +$1.27M 1.03% 27

Other funds holding SEPW

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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FSA Advisors's SEPW Position: Q1 2026 in Review

FSA Advisors increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 19% in Q1 2026, buying an estimated $222K and bringing the position to 44,470 shares worth $1.4M. The position accounts for 0.93% of the portfolio, ranked #29.

FSA Advisors first reported a position in SEPW in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • FSA Advisors held 44,470 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $1.4M as of Q1 2026.
  • FSA Advisors bought 6,956 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $222K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.93% of FSA Advisors's portfolio in Q1 2026, its #29 holding.
  • FSA Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.