Riggs Capital Management’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Riggs Capital Management’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
2024 Q4	$284K	Buy	+9,817	New	+$283K	0.28%	84

Other funds holding SEPW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Riggs Capital Management's SEPW Position: Q4 2024 in Review

Riggs Capital Management opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q4 2024: 9,817 shares worth $284K. The stake represents 0.28% of the portfolio and ranks #84 among its holdings.

42 funds tracked by Wall St. Rank hold SEPW as of Q4 2024.

Riggs Capital Management held 9,817 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $284K as of Q4 2024.
AllianzIM U.S. Equity Buffer20 Sep ETF was a new Riggs Capital Management position in Q4 2024.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.28% of Riggs Capital Management's portfolio in Q4 2024, its #84 holding.
42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.