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 Q2	$29.6K	Sell	885 -50	-5%	-$1.65K	﹤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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

IFP Advisors's SEPW Position: Q2 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 5.3% in Q2 2026, selling an estimated $1.65K and leaving 885 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

IFP Advisors first reported a position in SEPW in Q3 2023 and has held it in 7 quarters since. The position peaked at $55.1K in Q1 2024. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

IFP Advisors held 885 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $29.6K as of Q2 2026.
IFP Advisors sold 50 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $1.65K.
AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2732 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and has held it in 7 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $55.1K in Q1 2024.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

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