KFG
SEPW icon

Kingdom Financial Group’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Kingdom Financial Group’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
-24,228
Closed -$765K – 949
2026
Q1 		$765K Sell
24,228
-2,387
-9% -$76.3K 0.22% 47
2025
Q4 		$850K Sell
26,615
-1,945
-7% -$61.4K 0.26% 38
2025
Q3 		$897K Buy
+28,560
New +$879K 0.55% 30
2024
Q4 		– Sell
-26,165
Closed -$746K – 56
2024
Q3 		$746K Buy
+26,165
New +$734K 0.56% 22

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

Kingdom Financial Group's SEPW Position: Q2 2026 in Review

Kingdom Financial Group sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 24,228 shares — an estimated $765K sold.

Kingdom Financial Group first reported a position in SEPW in Q3 2024 and held it in 4 quarters. The position peaked at $897K in Q3 2025. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Kingdom Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 24,228 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $765K.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and held it in 4 quarters.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $897K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.