Q1WB
SEPT icon

Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

Quest 10 Wealth Builders’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,181
Closed -$865K – 817
2026
Q1 		$865K Buy
25,181
+501
+2% +$17.6K 0.76% 35
2025
Q4 		$868K Sell
24,680
-241
-1% -$8.37K 0.78% 32
2025
Q3 		$859K Buy
+24,921
New +$830K 0.79% 32

Other funds holding SEPT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Quest 10 Wealth Builders's SEPT Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) in Q2 2026, closing a stake of 25,181 shares — an estimated $865K sold.

Quest 10 Wealth Builders first reported a position in SEPT in Q3 2025 and held it in 3 quarters. The position peaked at $868K in Q4 2025. 9 funds tracked by Wall St. Rank hold SEPT as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining AllianzIM U.S. Equity Buffer10 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 25,181 AllianzIM U.S. Equity Buffer10 Sep ETF shares in Q2 2026, an estimated $865K.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q3 2025 and held it in 3 quarters.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $868K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.