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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

POM Investment Strategies's SEPW Position: Q1 2026 in Review

POM Investment Strategies opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q1 2026: 208,741 shares worth $6.59M. The stake represents 8.19% of the portfolio and ranks #5 among its holdings. This is a return to the name: POM Investment Strategies previously reported a position in SEPW as recently as Q4 2024.

POM Investment Strategies first reported a position in SEPW in Q3 2024 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold SEPW as of Q1 2026.

  • POM Investment Strategies held 208,741 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $6.59M as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF was a new POM Investment Strategies position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 8.19% of POM Investment Strategies's portfolio in Q1 2026, its #5 holding.
  • POM Investment Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.