Q1WB
SEPW icon

Quest 10 Wealth Builders’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Quest 10 Wealth Builders’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 		– Sell
-11,288
Closed -$357K – 816
2026
Q1 		$357K Sell
11,288
-493
-4% -$15.8K 0.31% 69
2025
Q4 		$376K Buy
11,781
+602
+5% +$19K 0.34% 68
2025
Q3 		$351K Buy
+11,179
New +$344K 0.32% 65

Other funds holding SEPW

AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Quest 10 Wealth Builders sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026, closing a stake of 11,288 shares — an estimated $357K sold.

Quest 10 Wealth Builders first reported a position in SEPW in Q3 2025 and held it in 3 quarters. The position peaked at $376K in Q4 2025. 12 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 11,288 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $357K.
  • Quest 10 Wealth Builders first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2025 and held it in 3 quarters.
  • Quest 10 Wealth Builders's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $376K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

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