Wellment Financial
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 1940000
ELMHURST, IL
All Filings in SEPW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $4,944,531 | 156,527 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 SEPW | $5,000,146 | 156,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 SEPW | $5,166,028 | 164,497 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||