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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

WealthPlan Investment Management’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-252,155
Closed -$7.58M – 278
2024
Q3 		$7.58M Buy
+252,155
New +$7.4M 0.77% 50

Other funds holding SEPT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WealthPlan Investment Management's SEPT Position: Q4 2024 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) in Q4 2024, closing a stake of 252,155 shares — an estimated $7.58M sold.

WealthPlan Investment Management first reported a position in SEPT in Q3 2024 and held it in 1 quarter. The position peaked at $7.58M in Q3 2024. 26 funds tracked by Wall St. Rank hold SEPT as of Q4 2024.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer10 Sep ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 252,155 AllianzIM U.S. Equity Buffer10 Sep ETF shares in Q4 2024, an estimated $7.58M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF in Q3 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Sep ETF position peaked at $7.58M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Sep ETF as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.