Advisory Solutions Group, LLC’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Advisory Solutions Group, LLC’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	$399K	Buy	+11,958	New	+$393K	0.14%	132

Other funds holding SEPW

Commonwealth Equity Services

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Advisory Solutions Group, LLC's SEPW Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q2 2026: 11,958 shares worth $399K. The stake represents 0.14% of the portfolio and ranks #132 among its holdings.

18 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Advisory Solutions Group, LLC held 11,958 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $399K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.14% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #132 holding.
18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.