MWM
SEPU

Mosley Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

Mosley Wealth 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 		$2.83K Buy
+91
New +$2.76K ﹤0.01% 474

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AWA
A4 Wealth Advisors Huntersville, North Carolina $151M AUM 24.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mosley Wealth Management's SEPU Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q2 2026: 91 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

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

  • Mosley Wealth Management held 91 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $2.83K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF was a new Mosley Wealth Management position in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #474 holding.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.