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Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Richard W. Paul & Associates’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
2025
Q4 		– Sell
-212
Closed -$6.66K – 315
2025
Q3 		$6.66K Buy
+212
New +$6.53K ﹤0.01% 234
2024
Q4 		– Sell
-218
Closed -$6.22K – 524
2024
Q3 		$6.22K Buy
+218
New +$6.11K ﹤0.01% 340

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 $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richard W. Paul & Associates's SEPW Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q4 2025, closing a stake of 212 shares — an estimated $6.66K sold.

Richard W. Paul & Associates first reported a position in SEPW in Q3 2024 and held it in 2 quarters. The position peaked at $6.66K in Q3 2025. 63 funds tracked by Wall St. Rank hold SEPW as of Q4 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 212 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q4 2025, an estimated $6.66K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and held it in 2 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $6.66K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.