KPWS
SEPU

Kestra Private Wealth Services’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Kestra Private Wealth Services’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
2025
Q4 		– Sell
-9,924
Closed -$283K – 1819
2025
Q3 		$283K Buy
+9,924
New +$273K ﹤0.01% 1400

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SHWA
Safe Harbor Wealth Advisors Dublin, Ohio $103M AUM
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Kestra Private Wealth Services's SEPU Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q4 2025, closing a stake of 9,924 shares — an estimated $283K sold.

Kestra Private Wealth Services first reported a position in SEPU in Q3 2025 and held it in 1 quarter. The position peaked at $283K in Q3 2025. 25 funds tracked by Wall St. Rank hold SEPU as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,924 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q4 2025, an estimated $283K.
  • Kestra Private Wealth Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $283K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.