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 Q2	$2.65M	Sell	92,383 -353,898	-79%	-$10M	0.01%	585
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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

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

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

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

AE Wealth Management reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 79% in Q2 2026, selling an estimated $10M and leaving 92,383 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #585.

AE Wealth Management first reported a position in SPBW in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.1M in Q1 2026. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

AE Wealth Management held 92,383 shares of AllianzIM Buffer20 Allocation ETF worth $2.65M as of Q2 2026.
AE Wealth Management sold 353,898 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $10M.
AllianzIM Buffer20 Allocation ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #585 holding.
AE Wealth Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 6 quarters since.
AE Wealth Management's AllianzIM Buffer20 Allocation ETF position peaked at $12.1M in Q1 2026.
32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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