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Westshore Wealth’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Westshore Wealth’s Portfolio SEPW Stock Details SEPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.56M Hold
84,696
– – 0.98% 20
2025
Q1 		$2.42M Hold
84,696
– – 1.02% 16
2024
Q4 		$2.45M Hold
84,696
– – 0.99% 17
2024
Q3 		$2.42M Buy
+84,696
New +$2.42M 0.99% 17