MWM
SEPW icon

Mosley Wealth Management’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Mosley Wealth Management’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 		$127K Buy
3,802
+3,299
+656% +$109K 0.04% 180
2026
Q1 		$15.8K Buy
+503
New +$16.1K 0.01% 272

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
LPL Financial
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 656% in Q2 2026, buying an estimated $109K and bringing the position to 3,802 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #180.

Mosley Wealth Management first reported a position in SEPW in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Mosley Wealth Management held 3,802 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $127K as of Q2 2026.
  • Mosley Wealth Management bought 3,299 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $109K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

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