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Grantvest Financial Group’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Grantvest Financial Group’s Portfolio SEPW Stock Details SEPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$538K Sell
17,829
-136
-0.8% -$4.1K 0.4% 61
2025
Q1 		$513K Sell
17,965
-3,078
-15% -$87.9K 0.42% 53
2024
Q4 		$608K Buy
+21,043
New +$608K 0.68% 45