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

AAM

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

SWM

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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. 13 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.
13 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.