Cypress Wealth Services, LLC
Position in SEPU — AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
CIK 1721527
PALM DESERT, CA
All Filings in SEPU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPU | $216,328 | 7,726 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 SEPU | $223,629 | 7,726 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 SEPU | $220,191 | 7,726 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 SEPU | $206,500 | 7,726 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 SEPU | $442,754 | 17,181 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 SEPU | $436,569 | 17,181 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||