Public ownership evidence

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

Read SEPW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

AllianzIM U.S. Equity Buffer20 Sep ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advus Financial Partners, LLC
Report period
2026-06-30
Available
2026-08-26
Reported shares
11,923
Value (USD)
$398,141
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002150676-26-000019
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SEPW fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SEPW fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advus Financial Partners, LLC2026-06-302026-08-2611,923$398,141None
Advus Financial Partners, LLC2026-03-312026-08-2611,973$378,210None
Advus Financial Partners, LLC2025-12-312026-08-2611,973$382,159None
Advus Financial Partners, LLC2025-09-302026-08-2611,973$376,013None
Advus Financial Partners, LLC2025-06-302026-08-2618,595$561,020None
Advus Financial Partners, LLC2025-03-312026-08-2621,595$616,451None
Advus Financial Partners, LLC2024-12-312026-08-2621,595$624,208None
Advus Financial Partners, LLC2024-09-302026-08-2622,598$644,664None
Advus Financial Partners, LLC2024-06-302026-08-2622,598$629,013None
Advus Financial Partners, LLC2024-03-312026-08-2620,998$570,831None
Advus Financial Partners, LLC2023-12-312026-08-2620,998$546,563None
Advus Financial Partners, LLC2023-09-302026-08-2620,595$503,756None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1819,278$644,000None
Authentikos Wealth Advisory, LLC2026-06-302026-08-15221,098$7,383,059None
KINTRA WEALTH, LLC2026-06-302026-08-155,920$200,155None
IFG Advisory, LLC2026-06-302026-08-1520,426$682,079None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,605$287,344None
OSAIC HOLDINGS, INC.2026-06-302026-08-15157,393$5,255,389None
HRT FINANCIAL LP2026-06-302026-08-1512,552$419,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1517,575$586,876None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1553,210$1,776,826None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,380$413,402None
CITADEL ADVISORS LLC2026-06-302026-08-157,277$242,999None
World Investment Advisors2026-06-302026-08-1529,504$985,218None
GOLDMAN SACHS GROUP INC2026-06-302026-08-158,598$287,110None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15130,166$4,346,594None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,294$143,388None
CreativeOne Wealth, LLC2026-06-302026-08-1410,749$358,938None
Cetera Investment Advisers2026-06-302026-08-1347,657$1,591,396None
Summit Financial, LLC2026-06-302026-08-1319,450$649,488None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1317,385$580,532None
TAGStone Capital, Inc.2026-06-302026-08-127,351$245,470None
Westshore Wealth, LLC2026-06-302026-08-11128,649$4,295,937None
Arax Advisory Partners2026-06-302026-08-11892$29,786None
Allianz SE2026-06-302026-08-11198,946$6,643,344None
Allianz SE2026-06-302026-08-115,000$166,964None
Grantvest Financial Group LLC2026-06-302026-08-086,917$230,977None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-08703$23,475None
Lloyd Advisory Services, LLC.2026-06-302026-08-084,307$143,822None
LPL Financial LLC2026-06-302026-08-08103,074$3,441,919None
Joseph P. Lucia & Associates, LLC2026-06-302026-08-0819,412$648,219None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0813,056$435,975None
Geneos Wealth Management Inc.2026-06-302026-08-07482$16,095None
Global Retirement Partners, LLC2026-06-302026-08-07400$13,357None
BCGM Wealth Management, LLC2026-06-302026-08-0525,022$835,552None
Elevated Capital Advisors, LLC2026-06-302026-08-0469,936$2,335,352None
AE Wealth Management LLC2026-06-302026-08-04894$29,853None
AE Wealth Management LLC2026-06-302026-08-041,940$64,782None
AE Wealth Management LLC2026-06-302026-08-04211$7,046None
AE Wealth Management LLC2026-06-302026-08-04735$24,544None

90-day public filing window, up to 50 source positions.

Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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