LifeWealth Investments’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

LifeWealth Investments’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	-54,226	Closed	-$1.71M	–	151
2026 Q1	$1.71M	Sell	54,226 -12,327	-19%	-$394K	0.51%	41
2025 Q4	$2.12M	Sell	66,553 -5,454	-8%	-$172K	0.67%	37
2025 Q3	$2.26M	Buy	+72,007	New	+$2.22M	0.75%	35

Other funds holding SEPW

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

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

LifeWealth Investments's SEPW Position: Q2 2026 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 54,226 shares — an estimated $1.71M sold.

LifeWealth Investments first reported a position in SEPW in Q3 2025 and held it in 3 quarters. The position peaked at $2.26M in Q3 2025. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

LifeWealth Investments reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 54,226 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $1.71M.
LifeWealth Investments first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and held it in 3 quarters.
LifeWealth Investments's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $2.26M in Q3 2025.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

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