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

Outlook Wealth 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
Q1 		$3.71M Sell
117,474
-118,444
-50% -$3.79M 0.9% 23
2025
Q4 		$7.53M Buy
235,918
+114,092
+94% +$3.6M 1.7% 13
2025
Q3 		$3.83M Buy
+121,826
New +$3.75M 0.95% 23
2024
Q4 		– Sell
-268,601
Closed -$7.66M – 273
2024
Q3 		$7.66M Buy
+268,601
New +$7.53M 2.2% 10
2024
Q1 		– Sell
-26,357
Closed -$686K – 279
2023
Q4 		$686K Buy
+26,357
New +$661K 0.24% 89

Other funds holding SEPW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Outlook Wealth Advisors's SEPW Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 50% in Q1 2026, selling an estimated $3.79M and leaving 117,474 shares worth $3.71M. The position accounts for 0.9% of the portfolio, ranked #23.

Outlook Wealth Advisors first reported a position in SEPW in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.66M in Q3 2024. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • Outlook Wealth Advisors held 117,474 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $3.71M as of Q1 2026.
  • Outlook Wealth Advisors sold 118,444 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2026, an estimated $3.79M.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.9% of Outlook Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2023 and has held it in 5 quarters since.
  • Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $7.66M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.