AWM
SPBX

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
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

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $353M AUM 18.02% 1-Year Est. Return

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

AE Wealth Management increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 19% in Q1 2026, buying an estimated $600K and bringing the position to 134,823 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #490.

AE Wealth Management first reported a position in SPBX in Q2 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

  • AE Wealth Management held 134,823 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $3.64M as of Q1 2026.
  • AE Wealth Management bought 21,804 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q1 2026, an estimated $600K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #490 holding.
  • AE Wealth Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

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