SMART Wealth’s AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF SEPU Stock Holding History

SMART Wealth’s Portfolio SEPU Stock Details SEPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Buy	+12,201	New	+$352K	0.1%	152

Other funds holding SEPU

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

SMART Wealth's SEPU Position: Q1 2026 in Review

SMART Wealth opened a new position in AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF (SEPU) in Q1 2026: 12,201 shares worth $342K. The stake represents 0.1% of the portfolio and ranks #152 among its holdings.

33 funds tracked by Wall St. Rank hold SEPU as of Q1 2026.

SMART Wealth held 12,201 shares of AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF worth $342K as of Q1 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF was a new SMART Wealth position in Q1 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF made up 0.1% of SMART Wealth's portfolio in Q1 2026, its #152 holding.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.