PIS
SEPU

POM Investment Strategies’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

POM Investment Strategies’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
Q2 		$1.74K Sell
56
-20,764
-100% -$629K ﹤0.01% 303
2026
Q1 		$583K Buy
+20,820
New +$600K 0.72% 18

Other funds holding SEPU

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AWA
A4 Wealth Advisors Huntersville, North Carolina $151M AUM 24.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

POM Investment Strategies's SEPU Position: Q2 2026 in Review

POM Investment Strategies reduced its AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) stake by 100% in Q2 2026, selling an estimated $629K and leaving 56 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

POM Investment Strategies first reported a position in SEPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $583K in Q1 2026. 13 funds tracked by Wall St. Rank hold SEPU as of Q2 2026.

  • POM Investment Strategies held 56 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $1.74K as of Q2 2026.
  • POM Investment Strategies sold 20,764 AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF shares in Q2 2026, an estimated $629K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #303 holding.
  • POM Investment Strategies first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF in Q1 2026 and has held it in 2 quarters since.
  • POM Investment Strategies's AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF position peaked at $583K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.