AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW)

ETF ยท Cboe BZX

AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) is an exchange-traded fund listed on Cboe BZX, where it has traded since August 31, 2023.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
August 31, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 53 institutions reported holding SEPW, with 2.4 million shares worth $79.8 million in aggregate. The largest reported holder was Commonwealth Equity Services, with 497,144 shares worth $16.6 million. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Commonwealth Equity Services497,144$17MReduced 9.27%
Authentikos Wealth Advisory221,098$7MReduced 4.72%
Allianz203,946$7MAdded 22.64%
Osaic Holdings165,998$6MReduced 9.69%
Raymond James Financial134,460$4MReduced 1.47%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SEPW?

AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) is an exchange-traded fund listed on Cboe BZX, where it has traded since August 31, 2023.

Who are the largest institutional holders of SEPW?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SEPW were Commonwealth Equity Services, Authentikos Wealth Advisory and Allianz.

How many institutions own SEPW?

53 institutions reported a position in SEPW for the quarter ended June 30, 2026, worth $79.8 million in total.

Did institutions buy or sell SEPW last quarter?

Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SEPW.

Every reported institutional holder, plus insider and congressional trades in SEPW, on SentiSense.