Allianz Investment Management US’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Allianz Investment Management US’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
2025 Q4	–	Sell	-463,040	Closed	-$12.4M	–	62
2025 Q3	$12.4M	Sell	463,040 -87,500	-16%	-$2.31M	0.46%	10
2025 Q2	$14.2M	Sell	550,540 -50,000	-8%	-$1.24M	0.62%	10
2025 Q1	$14.4M	Buy	+600,540	New	+$15M	0.8%	11

Other funds holding SPBX

Allianz Munich, Germany $9.02B AUM 28.63% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Allianz Investment Management US sold out of AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q4 2025, closing a stake of 463,040 shares — an estimated $12.4M sold.

Allianz Investment Management US first reported a position in SPBX in Q1 2025 and held it in 3 quarters. The position peaked at $14.4M in Q1 2025. 16 funds tracked by Wall St. Rank hold SPBX as of Q4 2025.

Allianz Investment Management US reported no remaining AllianzIM 6 Month Buffer10 Allocation ETF position as of Q4 2025 after selling out during the quarter.
Allianz Investment Management US sold 463,040 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q4 2025, an estimated $12.4M.
Allianz Investment Management US first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2025 and held it in 3 quarters.
Allianz Investment Management US's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $14.4M in Q1 2025.
16 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q4 2025.

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