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Lantern Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Lantern Wealth Advisors’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 		– Sell
-8,134
Closed -$260K – 186
2025
Q4 		$260K Hold
8,134
– – 0.14% 130
2025
Q3 		$255K Buy
+8,134
New +$250K 0.14% 126

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

Lantern Wealth Advisors's SEPW Position: Q1 2026 in Review

Lantern Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q1 2026, closing a stake of 8,134 shares — an estimated $260K sold.

Lantern Wealth Advisors first reported a position in SEPW in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q4 2025. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Lantern Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q1 2026 after selling out during the quarter.
  • Lantern Wealth Advisors sold 8,134 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $260K.
  • Lantern Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and held it in 2 quarters.
  • Lantern Wealth Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $260K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.