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Networth Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Networth Advisors’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 		– Sell
-66,853
Closed -$2.11M – 427
2026
Q1 		$2.11M Sell
66,853
-966
-1% -$30.9K 1.49% 22
2025
Q4 		$2.16M Buy
+67,819
New +$2.14M 1.6% 19

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
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
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Networth Advisors's SEPW Position: Q2 2026 in Review

Networth Advisors sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 66,853 shares — an estimated $2.11M sold.

Networth Advisors first reported a position in SEPW in Q4 2025 and held it in 2 quarters. The position peaked at $2.16M in Q4 2025. 25 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Networth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 66,853 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $2.11M.
  • Networth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $2.16M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.