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Integrated Wealth Management (Ohio)’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-99,931
Closed -$3.16M – 103
2026
Q1 		$3.16M Buy
99,931
+6,105
+7% +$195K 3.62% 4
2025
Q4 		$2.99M Buy
+93,826
New +$2.96M 3.37% 5

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

Integrated Wealth Management (Ohio)'s SEPW Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 99,931 shares — an estimated $3.16M sold.

Integrated Wealth Management (Ohio) first reported a position in SEPW in Q4 2025 and held it in 2 quarters. The position peaked at $3.16M in Q1 2026. 52 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 99,931 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $3.16M.
  • Integrated Wealth Management (Ohio) first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $3.16M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.