GI
SEPU

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
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

AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Gradient Investments's SEPU Position: Q2 2026 in Review

Gradient Investments increased its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 15% in Q2 2026, buying an estimated $14.8M and bringing the position to 3,858,271 shares worth $120M. The position accounts for 1.65% of the portfolio, ranked #10.

Gradient Investments first reported a position in SEPU in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • Gradient Investments held 3,858,271 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $120M as of Q2 2026.
  • Gradient Investments bought 489,340 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q2 2026, an estimated $14.8M.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 1.65% of Gradient Investments's portfolio in Q2 2026, its #10 holding.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.