GRP
SEPW icon

Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Global Retirement Partners’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
Q4 		$12.8K Hold
400
– – ﹤0.01% 3060
2025
Q3 		$12.6K Hold
400
– – ﹤0.01% 2606
2025
Q2 		$12.1K Buy
+400
New +$11.6K ﹤0.01% 2516
2024
Q4 		$11.6K Buy
+400
New +$11.5K ﹤0.01% 2343

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's SEPW Position: Q4 2025 in Review

Global Retirement Partners held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q4 2025 at 400 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Global Retirement Partners first reported a position in SEPW in Q4 2024 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold SEPW as of Q4 2025.

  • Global Retirement Partners held 400 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $12.8K as of Q4 2025.
  • Global Retirement Partners left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q4 2025.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3060 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2024 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.