ALLIANZIM US LC BUFFER20 SEP (SEPW) Institutional Ownership Changes & 13F Activity

ALLIANZIM US LC BUFFER20 SEP (SEPW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pom Investment Strategies, Llc, Westshore Wealth, Llc, Elevated Capital Advisors, Llc, Susquehanna International Group, Llp, and Commonwealth Equity Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-838-10.3%7,277$243.00KQ2 2026Sep 02, 2026
Centaurus Financial, Inc.Sell-500-2.5%19,278$644.00KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+65,59065,590$2.19MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+20,42620,426$682.08KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-17,802-9.7%165,998$5.54MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+12,55212,552$419.00KQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcSell-10,946-4.7%221,098$7.38MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-9,908-36.1%17,575$586.88KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+8,5988,598$287.11KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+5,9205,920$200.16KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,004-1.5%134,460$4.49MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+1,939+7.0%29,504$985.22KQ2 2026Aug 14, 2026
Summit Financial, LlcBuy+19,45019,450$649.49KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-8,399-15.0%47,657$1.59MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1,220-6.6%17,385$580.53KQ2 2026Aug 12, 2026
Westshore Wealth, LlcBuy+128,649128,649$4.30MQ2 2026Aug 10, 2026
Allianz SeBuy+37,647+22.6%203,946$6.81MQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Sell-19,921-82.2%4,307$143.82KQ2 2026Aug 07, 2026
Grantvest Financial Group LlcSell-1,581-18.6%6,917$230.98KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,448+1.4%103,074$3.44MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+703703$23.48KQ2 2026Aug 07, 2026
Joseph P. Lucia & Associates, LlcSell-200-1.0%19,412$648.22KQ2 2026Aug 07, 2026
Elevated Capital Advisors, LlcSell-66,593-48.8%69,936$2.34MQ2 2026Aug 03, 2026
Envestnet Asset Management IncSell-1,481-4.2%34,193$1.14MQ2 2026Aug 03, 2026
Pom Investment Strategies, LlcSell-208,169-99.7%572$19.10KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Sell-286-0.7%41,795$1.40KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-50,789-9.3%497,144$16.60MQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-18,679-24.5%57,449$1.92MQ2 2026Jul 28, 2026
Creative Financial Designs IncSell-2,220-86.4%348$11.62KQ2 2026Jul 28, 2026
Mosley Wealth ManagementBuy+3,299+655.9%3,802$126.96KQ2 2026Jul 23, 2026
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Frequently asked questions about SEPW activity

  • Which institutional owners are buying SEPW?

    Institutional owners buying SEPW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SEPW activity?

    "Buy" means an investor increased their reported position in SEPW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 SEP (SEPW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SEPW increasing?

    Institutional interest in SEPW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.