AWM
SPBU

Accurate Wealth Management’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Accurate Wealth Management’s Portfolio SPBU Stock Details SPBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
+6,979
New +$206K 0.02% 544

Other funds holding SPBU

PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Accurate Wealth Management's SPBU Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 6,979 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings.

5 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Accurate Wealth Management held 6,979 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $212K as of Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF was a new Accurate Wealth Management position in Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #544 holding.
  • 5 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.