Joseph P. Lucia & Associates, LLC
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 1775391
Yorktown Heights, NY
All Filings in SEPW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $619,523 | 19,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SEPW | $625,975 | 19,612 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 SEPW | $745,240 | 23,730 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 SEPW | $657,426 | 21,790 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 SEPW | $622,017 | 21,790 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SEPW | $629,839 | 21,790 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 SEPW | $621,625 | 21,790 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||