IA
SEPU

IFP Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

IFP Advisors’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 		$26.2K Sell
842
-50
-6% -$1.52K ﹤0.01% 2805
2026
Q1 		$25K Buy
892
+20
+2% +$577 ﹤0.01% 2663
2025
Q4 		$25.2K Sell
872
-5
-0.6% -$144 ﹤0.01% 2602
2025
Q3 		$25K Buy
+877
New +$24.1K ﹤0.01% 2470

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AWA
A4 Wealth Advisors Huntersville, North Carolina $151M AUM 24.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IFP Advisors's SEPU Position: Q2 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 5.6% in Q2 2026, selling an estimated $1.52K and leaving 842 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

IFP Advisors first reported a position in SEPU in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • IFP Advisors held 842 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $26.2K as of Q2 2026.
  • IFP Advisors sold 50 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q2 2026, an estimated $1.52K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2805 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.