IWC
SEPU

Integrated Wealth Concepts’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Integrated Wealth Concepts’s Portfolio SEPU Stock Details SEPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8K Buy
+1,346
New +$40.8K ﹤0.01% 3501

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Integrated Wealth Concepts's SEPU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q2 2026: 1,346 shares worth $41.8K. The stake represents ﹤0.01% of the portfolio and ranks #3501 among its holdings.

31 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • Integrated Wealth Concepts held 1,346 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $41.8K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3501 holding.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.