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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingdom Financial Group's SEPW Position: Q1 2026 in Review

Kingdom Financial Group reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 9% in Q1 2026, selling an estimated $76.3K and leaving 24,228 shares worth $765K. The position accounts for 0.22% of the portfolio, ranked #47.

Kingdom Financial Group first reported a position in SEPW in Q3 2024 and has held it in 4 quarters since. The position peaked at $897K in Q3 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Kingdom Financial Group held 24,228 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $765K as of Q1 2026.
  • Kingdom Financial Group sold 2,387 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $76.3K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.22% of Kingdom Financial Group's portfolio in Q1 2026, its #47 holding.
  • Kingdom Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 4 quarters since.
  • Kingdom Financial Group's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $897K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.