GeoWealth Management’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

GeoWealth Management’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
2025 Q3	–	Sell
2025 Q2	$2.36M	Buy
2025 Q1	$1.8M	Buy
2024 Q4	$1.55M	Sell
2024 Q3	$1.79M	Buy