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POM Investment Strategies’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

POM Investment Strategies’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
Q2 		$19.1K Sell
572
-208,169
-100% -$6.85M 0.02% 139
2026
Q1 		$6.59M Buy
+208,741
New +$6.67M 8.19% 5
2025
Q1 		– Sell
-642
Closed -$18.6K – 340
2024
Q4 		$18.6K Sell
642
-22,035
-97% -$635K 0.01% 126
2024
Q3 		$647K Buy
+22,677
New +$636K 0.51% 19

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

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

POM Investment Strategies reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 100% in Q2 2026, selling an estimated $6.85M and leaving 572 shares worth $19.1K. The position accounts for 0.02% of the portfolio, ranked #139.

POM Investment Strategies first reported a position in SEPW in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.59M in Q1 2026. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • POM Investment Strategies held 572 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $19.1K as of Q2 2026.
  • POM Investment Strategies sold 208,169 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $6.85M.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.02% of POM Investment Strategies's portfolio in Q2 2026, its #139 holding.
  • POM Investment Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 4 quarters since.
  • POM Investment Strategies's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $6.59M in Q1 2026.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

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