WIA
SEPW icon

World Investment Advisors’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

World Investment Advisors’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 		$985K Buy
29,504
+1,939
+7% +$63.8K 0.02% 706
2026
Q1 		$871K Buy
+27,565
New +$881K 0.01% 765

Other funds holding SEPW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

World Investment Advisors's SEPW Position: Q2 2026 in Review

World Investment Advisors increased its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 7% in Q2 2026, buying an estimated $63.8K and bringing the position to 29,504 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #706.

World Investment Advisors first reported a position in SEPW in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

  • World Investment Advisors held 29,504 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $985K as of Q2 2026.
  • World Investment Advisors bought 1,939 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $63.8K.
  • AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #706 holding.
  • World Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.