AFG
SPBW

Atomi Financial Group’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Atomi Financial Group’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
Q1 		$570K Sell
20,929
-1,071
-5% -$29.4K 0.02% 665
2025
Q4 		$603K Buy
+22,000
New +$596K 0.02% 609

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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Atomi Financial Group's SPBW Position: Q1 2026 in Review

Atomi Financial Group reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 4.9% in Q1 2026, selling an estimated $29.4K and leaving 20,929 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #665.

Atomi Financial Group first reported a position in SPBW in Q4 2025 and has held it in 2 quarters since. The position peaked at $603K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Atomi Financial Group held 20,929 shares of AllianzIM Buffer20 Allocation ETF worth $570K as of Q1 2026.
  • Atomi Financial Group sold 1,071 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $29.4K.
  • AllianzIM Buffer20 Allocation ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #665 holding.
  • Atomi Financial Group first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Atomi Financial Group's AllianzIM Buffer20 Allocation ETF position peaked at $603K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.