Bank of America
SPBW

Bank of America’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Bank of America’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 		– Sell
-1,389
Closed -$38.1K – 7143
2025
Q4 		$38.1K Sell
1,389
-16,655
-92% -$451K ﹤0.01% 5917
2025
Q3 		$485K Buy
+18,044
New +$477K ﹤0.01% 5804

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 $31B AUM 28.39% 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

Bank of America's SPBW Position: Q1 2026 in Review

Bank of America sold out of AllianzIM Buffer20 Allocation ETF (SPBW) in Q1 2026, closing a stake of 1,389 shares — an estimated $38.1K sold.

Bank of America first reported a position in SPBW in Q3 2025 and held it in 2 quarters. The position peaked at $485K in Q3 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Bank of America reported no remaining AllianzIM Buffer20 Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,389 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $38.1K.
  • Bank of America first reported a position in AllianzIM Buffer20 Allocation ETF in Q3 2025 and held it in 2 quarters.
  • Bank of America's AllianzIM Buffer20 Allocation ETF position peaked at $485K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.