AWM
SPBW

AE Wealth Management’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

AE Wealth Management’s Portfolio SPBW Stock Details SPBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
446,281
+68,612
+18% +$1.89M 0.07% 270
2025
Q4 		$10.4M Buy
377,669
+101,016
+37% +$2.74M 0.06% 278
2025
Q3 		$7.44M Buy
276,653
+58,986
+27% +$1.56M 0.05% 313
2025
Q2 		$5.66M Buy
217,667
+213,545
+5,181% +$5.32M 0.04% 337
2025
Q1 		$101K Buy
+4,122
New +$103K ﹤0.01% 1441

Other funds holding SPBW

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's SPBW Position: Q1 2026 in Review

AE Wealth Management increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 18% in Q1 2026, buying an estimated $1.89M and bringing the position to 446,281 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #270.

AE Wealth Management first reported a position in SPBW in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • AE Wealth Management held 446,281 shares of AllianzIM Buffer20 Allocation ETF worth $12.1M as of Q1 2026.
  • AE Wealth Management bought 68,612 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $1.89M.
  • AllianzIM Buffer20 Allocation ETF made up 0.07% of AE Wealth Management's portfolio in Q1 2026, its #270 holding.
  • AE Wealth Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.