RRMM
SEPU

Regatta Research & Money Management’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Regatta Research & Money Management’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
Q2 		$1.36M Buy
+43,638
New +$1.32M 1.28% 15

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Regatta Research & Money Management's SEPU Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q2 2026: 43,638 shares worth $1.36M. The stake represents 1.28% of the portfolio and ranks #15 among its holdings.

23 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • Regatta Research & Money Management held 43,638 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $1.36M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF was a new Regatta Research & Money Management position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 1.28% of Regatta Research & Money Management's portfolio in Q2 2026, its #15 holding.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.