IFP Advisors’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

IFP Advisors’s Portfolio SEPT Stock Details SEPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.3K	Hold	738	–	–	﹤0.01%	2755
2026 Q2	$27.7K	Sell	738 -50	-6%	-$1.83K	﹤0.01%	2758
2026 Q1	$27.1K	Sell	788 -5	-0.6%	-$176	﹤0.01%	2606
2025 Q4	$27.9K	Sell	793 -5	-0.6%	-$174	﹤0.01%	2532
2025 Q3	$27.5K	Buy	798 +200	+33%	+$6.66K	﹤0.01%	2406
2025 Q2	$19.3K	Hold	598	–	–	﹤0.01%	2567
2025 Q1	$17.9K	Hold	598	–	–	﹤0.01%	2334
2024 Q4	$18.3K	Hold	598	–	–	﹤0.01%	2292
2024 Q3	$18K	Hold	598	–	–	﹤0.01%	2183
2024 Q2	$17.4K	Hold	598	–	–	﹤0.01%	2145
2024 Q1	$16.8K	Buy	+598	New	+$16.2K	﹤0.01%	2058

Other funds holding SEPT

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

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

IFP Advisors's SEPT Position: Q3 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) position steady in Q3 2026 at 738 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

IFP Advisors first reported a position in SEPT in Q1 2024 and has held it in 11 quarters since. 4 funds tracked by Wall St. Rank hold SEPT as of Q3 2026.

IFP Advisors held 738 shares of AllianzIM U.S. Equity Buffer10 Sep ETF worth $28.3K as of Q3 2026.
IFP Advisors left its AllianzIM U.S. Equity Buffer10 Sep ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer10 Sep ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2755 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q1 2024 and has held it in 11 quarters since.
4 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.