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Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Independent Financial Group’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 		$265K Hold
7,921
– – ﹤0.01% 1321
2026
Q1 		$250K Hold
7,921
– – 0.01% 1256
2025
Q4 		$253K Buy
7,921
+888
+13% +$28K 0.01% 1232
2025
Q3 		$221K Buy
+7,033
New +$216K 0.01% 1241

Other funds holding SEPW

Commonwealth Equity Services
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
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
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
LPL Financial
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

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

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) position steady in Q2 2026 at 7,921 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Independent Financial Group first reported a position in SEPW in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Independent Financial Group held 7,921 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $265K as of Q2 2026.
  • Independent Financial Group left its AllianzIM U.S. Equity Buffer20 Sep ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1321 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

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