BIP Wealth’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

BIP Wealth’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 Q3	$545K	Buy	+18,612	New	+$541K	0.01%	373

Other funds holding SPBW

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BIP Wealth's SPBW Position: Q3 2026 in Review

BIP Wealth opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q3 2026: 18,612 shares worth $545K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings.

9 funds tracked by Wall St. Rank hold SPBW as of Q3 2026.

BIP Wealth held 18,612 shares of AllianzIM Buffer20 Allocation ETF worth $545K as of Q3 2026.
AllianzIM Buffer20 Allocation ETF was a new BIP Wealth position in Q3 2026.
AllianzIM Buffer20 Allocation ETF made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #373 holding.
9 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.