AIMU
SPBW

Allianz Investment Management US’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Allianz Investment Management US’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
2025
Q4 		– Sell
-372,080
Closed -$10M – 61
2025
Q3 		$10M Sell
372,080
-157,500
-30% -$4.17M 0.37% 11
2025
Q2 		$13.8M Sell
529,580
-70,000
-12% -$1.75M 0.6% 12
2025
Q1 		$14.5M Buy
+599,580
New +$15M 0.8% 10

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Investment Management US's SPBW Position: Q4 2025 in Review

Allianz Investment Management US sold out of AllianzIM Buffer20 Allocation ETF (SPBW) in Q4 2025, closing a stake of 372,080 shares — an estimated $10M sold.

Allianz Investment Management US first reported a position in SPBW in Q1 2025 and held it in 3 quarters. The position peaked at $14.5M in Q1 2025. 23 funds tracked by Wall St. Rank hold SPBW as of Q4 2025.

  • Allianz Investment Management US reported no remaining AllianzIM Buffer20 Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Allianz Investment Management US sold 372,080 AllianzIM Buffer20 Allocation ETF shares in Q4 2025, an estimated $10M.
  • Allianz Investment Management US first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and held it in 3 quarters.
  • Allianz Investment Management US's AllianzIM Buffer20 Allocation ETF position peaked at $14.5M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q4 2025.

Based on Allianz Investment Management US's 13F filing for Q4 2025, filed 11 Feb 2026.