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

Pineridge 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
2025
Q3 		$2.79K Buy
+89
New +$2.74K ﹤0.01% 345
2024
Q4 		– Sell
-1,714
Closed -$48.9K – 673
2024
Q3 		$48.9K Buy
+1,714
New +$48.1K 0.02% 137

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

Pineridge Advisors's SEPW Position: Q3 2025 in Review

Pineridge Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q3 2025: 89 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Pineridge Advisors previously reported a position in SEPW as recently as Q3 2024.

Pineridge Advisors first reported a position in SEPW in Q3 2024 and has held it in 2 quarters since. The position peaked at $48.9K in Q3 2024. 61 funds tracked by Wall St. Rank hold SEPW as of Q3 2025.

  • Pineridge Advisors held 89 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $2.79K as of Q3 2025.
  • AllianzIM U.S. Equity Buffer20 Sep ETF was a new Pineridge Advisors position in Q3 2025.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #345 holding.
  • Pineridge Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 2 quarters since.
  • Pineridge Advisors's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $48.9K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.