AWM
SPBU

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

AE 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 		$818K Buy
27,057
+7,189
+36% +$212K ﹤0.01% 991
2026
Q1 		$540K Buy
19,868
+3,443
+21% +$96.7K ﹤0.01% 1076
2025
Q4 		$462K Buy
+16,425
New +$460K ﹤0.01% 1091

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

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

AE Wealth Management increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 36% in Q2 2026, buying an estimated $212K and bringing the position to 27,057 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

AE Wealth Management first reported a position in SPBU in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • AE Wealth Management held 27,057 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $818K as of Q2 2026.
  • AE Wealth Management bought 7,189 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $212K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #991 holding.
  • AE Wealth Management first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.