Grantvest Financial Group LLC
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 2055216
MATAWAN, NJ
All Filings in SEPW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $268,443 | 8,498 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 SEPW | $303,923 | 9,522 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 SEPW | $394,321 | 12,556 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 SEPW | $537,918 | 17,829 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SEPW | $512,828 | 17,965 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SEPW | $608,247 | 21,043 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||