IFP Advisors
SEPU icon

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
Q3 		$25.8K Sell
813
-29
-3% -$913 ﹤0.01% 2807
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

IFP Advisors's SEPU Position: Q3 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 3.4% in Q3 2026, selling an estimated $913 and leaving 813 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

IFP Advisors first reported a position in SEPU in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.2K in Q2 2026. 8 funds tracked by Wall St. Rank hold SEPU as of Q3 2026.

  • IFP Advisors held 813 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $25.8K as of Q3 2026.
  • IFP Advisors sold 29 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q3 2026, an estimated $913.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2807 holding.
  • IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $26.2K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q3 2026.

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