FWM
SEPU

FSR Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

FSR Wealth Management’s Portfolio SEPU Stock Details SEPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,078
Closed -$702K – 50
2026
Q1 		$702K Buy
+25,078
New +$723K 0.87% 25

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FSR Wealth Management's SEPU Position: Q2 2026 in Review

FSR Wealth Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q2 2026, closing a stake of 25,078 shares — an estimated $702K sold.

FSR Wealth Management first reported a position in SEPU in Q1 2026 and held it in 1 quarter. The position peaked at $702K in Q1 2026. 31 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • FSR Wealth Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position as of Q2 2026 after selling out during the quarter.
  • FSR Wealth Management sold 25,078 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q2 2026, an estimated $702K.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q1 2026 and held it in 1 quarter.
  • FSR Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $702K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.