WP
SEPW icon

WealthPLAN Partners’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

WealthPLAN Partners’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
Q4 		– Sell
-21,021
Closed -$600K – 264
2024
Q3 		$600K Buy
+21,021
New +$589K 0.08% 164

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

WealthPLAN Partners's SEPW Position: Q4 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) in Q4 2024, closing a stake of 21,021 shares — an estimated $600K sold.

WealthPLAN Partners first reported a position in SEPW in Q3 2024 and held it in 1 quarter. The position peaked at $600K in Q3 2024. 42 funds tracked by Wall St. Rank hold SEPW as of Q4 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer20 Sep ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 21,021 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q4 2024, an estimated $600K.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2024 and held it in 1 quarter.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $600K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.