Accurate Wealth Management
SPBU icon

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
Q3 		$232K Buy
7,487
+508
+7% +$15.5K 0.02% 530
2026
Q2 		$212K Buy
+6,979
New +$206K 0.02% 544

Other funds holding SPBU

Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Accurate Wealth Management's SPBU Position: Q3 2026 in Review

Accurate Wealth Management increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 7.3% in Q3 2026, buying an estimated $15.5K and bringing the position to 7,487 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #530.

Accurate Wealth Management first reported a position in SPBU in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SPBU as of Q3 2026.

  • Accurate Wealth Management held 7,487 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $232K as of Q3 2026.
  • Accurate Wealth Management bought 508 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q3 2026, an estimated $15.5K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #530 holding.
  • Accurate Wealth Management first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.