Tucker Asset Management’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Tucker Asset 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 Q1	–	Sell	-203	Closed	-$5.28K	–	1759
2023 Q4	$5.28K	Buy	+203	New	+$5.09K	﹤0.01%	880

Other funds holding SEPW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tucker Asset Management's SEPW Position: Q1 2024 in Review

Tucker Asset Management sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q1 2024, closing a stake of 203 shares — an estimated $5.28K sold.

Tucker Asset Management first reported a position in SEPW in Q4 2023 and held it in 1 quarter. The position peaked at $5.28K in Q4 2023. 27 funds tracked by Wall St. Rank hold SEPW as of Q1 2024.

Tucker Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 203 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q1 2024, an estimated $5.28K.
Tucker Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q4 2023 and held it in 1 quarter.
Tucker Asset Management's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $5.28K in Q4 2023.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.