Advisory Services Network’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Advisory Services Network’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	$6.15M	Sell	203,241 -964	-0.5%	-$28.4K	0.07%	292
2026 Q1	$5.55M	Buy	204,205 +557	+0.3%	+$15.6K	0.07%	282
2025 Q4	$5.73M	Buy	203,648 +195,664	+2,451%	+$5.48M	0.08%	251
2025 Q3	$221K	Hold	7,984	–	–	﹤0.01%	1642
2025 Q2	$211K	Buy	+7,984	New	+$197K	﹤0.01%	1621

Other funds holding SPBU

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Advisory Services Network's SPBU Position: Q2 2026 in Review

Advisory Services Network reduced its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 0.47% in Q2 2026, selling an estimated $28.4K and leaving 203,241 shares worth $6.15M. The position accounts for 0.07% of the portfolio, ranked #292.

Advisory Services Network first reported a position in SPBU in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

Advisory Services Network held 203,241 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $6.15M as of Q2 2026.
Advisory Services Network sold 964 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $28.4K.
AllianzIM Buffer15 Uncapped Allocation ETF made up 0.07% of Advisory Services Network's portfolio in Q2 2026, its #292 holding.
Advisory Services Network first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2025 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.