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
2026
Q2 		$13.4K Buy
+400
New +$13.2K ﹤0.01% 3266
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Global Retirement Partners's SEPW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026: 400 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #3266 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SEPW as recently as Q4 2025.

Global Retirement Partners first reported a position in SEPW in Q4 2024 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Global Retirement Partners held 400 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $13.4K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF was a new Global Retirement Partners position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3266 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2024 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.