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

Grantvest Financial Group’s Portfolio SEPW Stock Details SEPW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$304K	Sell
2025 Q3	$394K	Sell
2025 Q2	$538K	Sell
2025 Q1	$513K	Sell
2024 Q4	$608K	Buy