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Joseph P. Lucia & Associates’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Joseph P. Lucia & Associates’s Portfolio SEPW Stock Details SEPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$657K Hold
21,790
– – 0.27% 80
2025
Q1 		$622K Hold
21,790
– – 0.28% 75
2024
Q4 		$630K Hold
21,790
– – 0.28% 75
2024
Q3 		$622K Buy
+21,790
New +$622K 0.29% 74