Superior Planning, LLC’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Superior Planning, LLC’s Portfolio SPBW Stock Details SPBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$574K	Buy	+19,580	New	+$569K	0.24%	92

Other funds holding SPBW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's SPBW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q3 2026: 19,580 shares worth $574K. The stake represents 0.24% of the portfolio and ranks #92 among its holdings.

28 funds tracked by Wall St. Rank hold SPBW as of Q3 2026.

Superior Planning, LLC held 19,580 shares of AllianzIM Buffer20 Allocation ETF worth $574K as of Q3 2026.
AllianzIM Buffer20 Allocation ETF was a new Superior Planning, LLC position in Q3 2026.
AllianzIM Buffer20 Allocation ETF made up 0.24% of Superior Planning, LLC's portfolio in Q3 2026, its #92 holding.
28 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.