AWS
SPBX

Atria Wealth Solutions’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Atria Wealth Solutions’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
Q2 		$493K Hold
19,049
– – 0.01% 917
2025
Q1 		$467K Buy
+19,049
New +$477K 0.01% 1236

Other funds holding SPBX

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atria Wealth Solutions's SPBX Position: Q2 2025 in Review

Atria Wealth Solutions held its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) position steady in Q2 2025 at 19,049 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #917.

Atria Wealth Solutions first reported a position in SPBX in Q1 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SPBX as of Q2 2025.

  • Atria Wealth Solutions held 19,049 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $493K as of Q2 2025.
  • Atria Wealth Solutions left its AllianzIM 6 Month Buffer10 Allocation ETF share count unchanged in Q2 2025.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #917 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.