Spire Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Sell
25,207
-5,256
-17% -$159K 0.03% 418
2025
Q1
$870K Sell
30,463
-6,052
-17% -$173K 0.03% 431
2024
Q4
$1.06M Buy
+36,515
New +$1.06M 0.03% 379