IFP Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

IFP Advisors’s Portfolio SEPW Stock Details SEPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.1K	Buy	976 +91	+10%	+$3.07K	﹤0.01%	2656
2026 Q2	$29.6K	Sell	885 -50	-5%	-$1.64K	﹤0.01%	2732
2026 Q1	$29.5K	Hold	935	–	–	﹤0.01%	2559
2025 Q4	$29.8K	Sell	935 -45	-5%	-$1.42K	﹤0.01%	2497
2025 Q3	$30.8K	Buy	+980	New	+$30.2K	﹤0.01%	2338
2024 Q2	–	Sell	-2,026	Closed	-$55.1K	–	3330
2024 Q1	$55.1K	Hold	2,026	–	–	﹤0.01%	1553
2023 Q4	$52.7K	Hold	2,026	–	–	﹤0.01%	1523
2023 Q3	$49.6K	Buy	+2,026	New	+$50.2K	﹤0.01%	1553

Other funds holding SEPW

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

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

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

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

IFP Advisors's SEPW Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 10% in Q3 2026, buying an estimated $3.07K and bringing the position to 976 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

IFP Advisors first reported a position in SEPW in Q3 2023 and has held it in 8 quarters since. The position peaked at $55.1K in Q1 2024. 17 funds tracked by Wall St. Rank hold SEPW as of Q3 2026.

IFP Advisors held 976 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $33.1K as of Q3 2026.
IFP Advisors bought 91 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2026, an estimated $3.07K.
AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2656 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and has held it in 8 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $55.1K in Q1 2024.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2026.

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