ASN
SPBU

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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's SPBU Position: Q1 2026 in Review

Advisory Services Network increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 0.27% in Q1 2026, buying an estimated $15.6K and bringing the position to 204,205 shares worth $5.55M. The position accounts for 0.07% of the portfolio, ranked #282.

Advisory Services Network first reported a position in SPBU in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.73M in Q4 2025. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Advisory Services Network held 204,205 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $5.55M as of Q1 2026.
  • Advisory Services Network bought 557 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $15.6K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.07% of Advisory Services Network's portfolio in Q1 2026, its #282 holding.
  • Advisory Services Network first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • Advisory Services Network's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $5.73M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.