Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q1	–	Sell	-133	Closed	-$3.46K	–	813
2023 Q4	$3.46K	Buy	+133	New	+$3.33K	﹤0.01%	575

Other funds holding SEPW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SEPW Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q1 2024, closing a stake of 133 shares — an estimated $3.46K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SEPW in Q4 2023 and held it in 1 quarter. The position peaked at $3.46K in Q4 2023. 27 funds tracked by Wall St. Rank hold SEPW as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 133 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2024, an estimated $3.46K.
Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2023 and held it in 1 quarter.
Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $3.46K in Q4 2023.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.