Independent Financial Group’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

Independent Financial Group’s Portfolio SEPT Stock Details SEPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$464K	Sell	12,360 -4,100	-25%	-$150K	0.01%	1034
2026 Q1	$565K	Hold	16,460	–	–	0.01%	875
2025 Q4	$579K	Sell	16,460 -3,000	-15%	-$104K	0.01%	831
2025 Q3	$671K	Buy	19,460 +2,970	+18%	+$98.9K	0.02%	734
2025 Q2	$531K	Hold	16,490	–	–	0.01%	758
2025 Q1	$492K	Hold	16,490	–	–	0.02%	716
2024 Q4	$504K	Sell	16,490 -3,000	-15%	-$91.7K	0.02%	683
2024 Q3	$586K	Buy	19,490 +1,390	+8%	+$40.8K	0.02%	600
2024 Q2	$526K	Hold	18,100	–	–	0.02%	589
2024 Q1	$508K	Hold	18,100	–	–	0.02%	579
2023 Q4	$476K	Buy	18,100 +8,500	+89%	+$212K	0.03%	562
2023 Q3	$232K	Buy	+9,600	New	+$237K	0.02%	774

Other funds holding SEPT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's SEPT Position: Q2 2026 in Review

Independent Financial Group reduced its AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) stake by 25% in Q2 2026, selling an estimated $150K and leaving 12,360 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1034.

Independent Financial Group first reported a position in SEPT in Q3 2023 and has held it in 12 quarters since. The position peaked at $671K in Q3 2025. 27 funds tracked by Wall St. Rank hold SEPT as of Q2 2026.

Independent Financial Group held 12,360 shares of AllianzIM U.S. Equity Buffer10 Sep ETF worth $464K as of Q2 2026.
Independent Financial Group sold 4,100 AllianzIM U.S. Equity Buffer10 Sep ETF shares in Q2 2026, an estimated $150K.
AllianzIM U.S. Equity Buffer10 Sep ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1034 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $671K in Q3 2025.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.