APFP
SPBU

Action Point Financial Planning’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Action Point Financial Planning’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 		$10.1K Buy
+335
New +$9.88K ﹤0.01% 1453

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's SPBU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 335 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings.

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

  • Action Point Financial Planning held 335 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $10.1K as of Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF was a new Action Point Financial Planning position in Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1453 holding.
  • 44 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.