KWM
SEPW icon

Kingsview Wealth Management’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Kingsview Wealth Management’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 		– Sell
-9,765
Closed -$295K – 1285
2025
Q2 		$295K Hold
9,765
– – 0.01% 952
2025
Q1 		$279K Hold
9,765
– – 0.01% 921
2024
Q4 		$282K Hold
9,765
– – 0.01% 925
2024
Q3 		$279K Buy
+9,765
New +$274K 0.01% 911

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

Kingsview Wealth Management's SEPW Position: Q3 2025 in Review

Kingsview Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q3 2025, closing a stake of 9,765 shares — an estimated $295K sold.

Kingsview Wealth Management first reported a position in SEPW in Q3 2024 and held it in 4 quarters. The position peaked at $295K in Q2 2025. 61 funds tracked by Wall St. Rank hold SEPW as of Q3 2025.

  • Kingsview Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,765 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2025, an estimated $295K.
  • Kingsview Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and held it in 4 quarters.
  • Kingsview Wealth Management's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $295K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.