Mosley Wealth Management
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
Q3 		$117K Sell
3,442
-360
-9% -$12.1K 0.03% 201
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

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Mosley Wealth Management's SEPW Position: Q3 2026 in Review

Mosley Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 9.5% in Q3 2026, selling an estimated $12.1K and leaving 3,442 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #201.

Mosley Wealth Management first reported a position in SEPW in Q1 2026 and has held it in 3 quarters since. The position peaked at $127K in Q2 2026. 34 funds tracked by Wall St. Rank hold SEPW as of Q3 2026.

  • Mosley Wealth Management held 3,442 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $117K as of Q3 2026.
  • Mosley Wealth Management sold 360 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q3 2026, an estimated $12.1K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.03% of Mosley Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $127K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.