Northwestern Mutual Wealth Management
SEPU

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

Northwestern Mutual 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
Q1 		– Sell
-147
Closed -$4.25K – 4515
2025
Q4 		$4.25K Buy
+147
New +$4.23K ﹤0.01% 3270

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's SEPU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q1 2026, closing a stake of 147 shares — an estimated $4.25K sold.

Northwestern Mutual Wealth Management first reported a position in SEPU in Q4 2025 and held it in 1 quarter. The position peaked at $4.25K in Q4 2025. 33 funds tracked by Wall St. Rank hold SEPU as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 147 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q1 2026, an estimated $4.25K.
  • Northwestern Mutual Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q4 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $4.25K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.