AE Wealth Management’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

AE Wealth Management’s Portfolio SPBX Stock Details SPBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.38M	Buy	184,436 +49,613	+37%	+$1.42M	0.03%	427
2026 Q1	$3.64M	Buy	134,823 +21,804	+19%	+$600K	0.02%	490
2025 Q4	$3.11M	Buy	113,019 +46,558	+70%	+$1.26M	0.02%	491
2025 Q3	$1.79M	Buy	66,461 +58,300	+714%	+$1.54M	0.01%	600
2025 Q2	$211K	Buy	+8,161	New	+$202K	﹤0.01%	1284

Other funds holding SPBX

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

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

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

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

HNB

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

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

MWM

Mosley Wealth Management Anaheim, California $314M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

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

AE Wealth Management increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 37% in Q2 2026, buying an estimated $1.42M and bringing the position to 184,436 shares worth $5.38M. The position accounts for 0.03% of the portfolio, ranked #427.

AE Wealth Management first reported a position in SPBX in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

AE Wealth Management held 184,436 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $5.38M as of Q2 2026.
AE Wealth Management bought 49,613 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $1.42M.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #427 holding.
AE Wealth Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q2 2025 and has held it in 5 quarters since.
27 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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