Gradient Investments’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Gradient Investments’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 Q3	$124M	Buy	3,917,523 +59,252	+2%	+$1.87M	1.77%	7
2026 Q2	$120M	Buy	3,858,271 +489,340	+15%	+$14.8M	1.65%	10
2026 Q1	$94.3M	Buy	3,368,931 +136,097	+4%	+$3.93M	1.46%	13
2025 Q4	$93.6M	Buy	3,232,834 +86,702	+3%	+$2.5M	1.49%	15
2025 Q3	$89.7M	Buy	+3,146,132	New	+$86.6M	1.5%	14

Other funds holding SEPU

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Gradient Investments's SEPU Position: Q3 2026 in Review

Gradient Investments increased its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 1.5% in Q3 2026, buying an estimated $1.87M and bringing the position to 3,917,523 shares worth $124M. The position accounts for 1.77% of the portfolio, ranked #7.

Gradient Investments first reported a position in SEPU in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold SEPU as of Q3 2026.

Gradient Investments held 3,917,523 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $124M as of Q3 2026.
Gradient Investments bought 59,252 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q3 2026, an estimated $1.87M.
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 1.77% of Gradient Investments's portfolio in Q3 2026, its #7 holding.
Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.