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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$745K	Buy
2025 Q2	$657K	Hold
2025 Q1	$622K	Hold
2024 Q4	$630K	Hold
2024 Q3	$622K	Buy