Morgan Stanley
SEPW icon

Morgan Stanley’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Morgan Stanley’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
2025
Q4 		– Sell
-3,040
Closed -$95.5K – 8425
2025
Q3 		$95.5K Buy
+3,040
New +$93.6K ﹤0.01% 6174

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley's SEPW Position: Q4 2025 in Review

Morgan Stanley sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q4 2025, closing a stake of 3,040 shares — an estimated $95.5K sold.

Morgan Stanley first reported a position in SEPW in Q3 2025 and held it in 1 quarter. The position peaked at $95.5K in Q3 2025. 63 funds tracked by Wall St. Rank hold SEPW as of Q4 2025.

  • Morgan Stanley reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 3,040 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q4 2025, an estimated $95.5K.
  • Morgan Stanley first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and held it in 1 quarter.
  • Morgan Stanley's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $95.5K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.