LI
SEPT icon

LifeWealth Investments’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

LifeWealth Investments’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,373
Closed -$253K – 152
2026
Q1 		$253K Sell
7,373
-6,246
-46% -$220K 0.08% 123
2025
Q4 		$479K Sell
13,619
-13,819
-50% -$480K 0.15% 91
2025
Q3 		$946K Buy
+27,438
New +$914K 0.14% 97

Other funds holding SEPT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LifeWealth Investments's SEPT Position: Q2 2026 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) in Q2 2026, closing a stake of 7,373 shares — an estimated $253K sold.

LifeWealth Investments first reported a position in SEPT in Q3 2025 and held it in 3 quarters. The position peaked at $946K in Q3 2025. 12 funds tracked by Wall St. Rank hold SEPT as of Q2 2026.

  • LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer10 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • LifeWealth Investments sold 7,373 AllianzIM U.S. Equity Buffer10 Sep ETF shares in Q2 2026, an estimated $253K.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q3 2025 and held it in 3 quarters.
  • LifeWealth Investments's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $946K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.