Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Sep ETF SEPW Stock Holding History

Advus Financial Partners, 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	$398K	Sell	11,923 -50	-0.4%	-$1.65K	0.09%	157
2026 Q1	$378K	Hold	11,973	–	–	0.09%	154
2025 Q4	$382K	Hold	11,973	–	–	0.09%	156
2025 Q3	$376K	Sell	11,973 -6,622	-36%	-$204K	0.09%	162
2025 Q2	$561K	Sell	18,595 -3,000	-14%	-$86.8K	0.14%	107
2025 Q1	$616K	Hold	21,595	–	–	0.17%	88
2024 Q4	$624K	Sell	21,595 -1,003	-4%	-$28.9K	0.18%	82
2024 Q3	$645K	Hold	22,598	–	–	0.18%	82
2024 Q2	$629K	Buy	22,598 +1,600	+8%	+$43.8K	0.19%	77
2024 Q1	$571K	Hold	20,998	–	–	0.18%	82
2023 Q4	$547K	Buy	20,998 +403	+2%	+$10.1K	0.19%	75
2023 Q3	$504K	Buy	+20,595	New	+$511K	0.2%	72

Other funds holding SEPW

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

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

Advus Financial Partners, LLC's SEPW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) stake by 0.42% in Q2 2026, selling an estimated $1.65K and leaving 11,923 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #157.

Advus Financial Partners, LLC first reported a position in SEPW in Q3 2023 and has held it in 12 quarters since. The position peaked at $645K in Q3 2024. 53 funds tracked by Wall St. Rank hold SEPW as of Q2 2026.

Advus Financial Partners, LLC held 11,923 shares of AllianzIM U.S. Equity Buffer20 Sep ETF worth $398K as of Q2 2026.
Advus Financial Partners, LLC sold 50 AllianzIM U.S. Equity Buffer20 Sep ETF shares in Q2 2026, an estimated $1.65K.
AllianzIM U.S. Equity Buffer20 Sep ETF made up 0.09% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #157 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF in Q3 2023 and has held it in 12 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Sep ETF position peaked at $645K in Q3 2024.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Sep ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.