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

Spire Wealth 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
2026 Q2	$2.5M	Sell	74,772 -22,063	-23%	-$726K	0.08%	235
2026 Q1	$3.06M	Sell	96,835 -88	-0.1%	-$2.81K	0.1%	179
2025 Q4	$3.09M	Sell	96,923 -5,345	-5%	-$169K	0.1%	177
2025 Q3	$3.21M	Buy	102,268 +77,061	+306%	+$2.37M	0.11%	160
2025 Q2	$761K	Sell	25,207 -5,256	-17%	-$152K	0.03%	418
2025 Q1	$870K	Sell	30,463 -6,052	-17%	-$176K	0.03%	431
2024 Q4	$1.06M	Buy	+36,515	New	+$1.05M	0.03%	379

Other funds holding SEPW

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's SEPW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 23% in Q2 2026, selling an estimated $726K and leaving 74,772 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #235.

Spire Wealth Management first reported a position in SEPW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q3 2025. 12 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Spire Wealth Management held 74,772 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $2.5M as of Q2 2026.
Spire Wealth Management sold 22,063 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $726K.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #235 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $3.21M in Q3 2025.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.