LAS
SEPU

Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Lloyd Advisory Services’s Portfolio SEPU Stock Details SEPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.55K Buy
+234
New +$6.75K ﹤0.01% 525

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Lloyd Advisory Services's SEPU Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q1 2026: 234 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

33 funds tracked by Wall St. Rank hold SEPU as of Q1 2026.

  • Lloyd Advisory Services held 234 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $6.55K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF was a new Lloyd Advisory Services position in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #525 holding.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.