CreativeOne Wealth, LLC
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 1739728
OVERLAND PARK, KS
All Filings in SEPW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $339,550 | 10,749 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SEPW | $343,533 | 10,763 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SEPW | $222,975 | 7,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 SEPW | $214,214 | 7,100 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SEPW | $202,676 | 7,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SEPW | $219,678 | 7,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 SEPW | $216,812 | 7,600 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||