BFS
SPBW

BridgePort Financial Solutions’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

BridgePort Financial Solutions’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 		$322K Buy
11,843
+3,493
+42% +$96K 0.09% 166
2025
Q4 		$229K Buy
+8,350
New +$226K 0.06% 217

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 $137M AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

BridgePort Financial Solutions's SPBW Position: Q1 2026 in Review

BridgePort Financial Solutions increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 42% in Q1 2026, buying an estimated $96K and bringing the position to 11,843 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #166.

BridgePort Financial Solutions first reported a position in SPBW in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • BridgePort Financial Solutions held 11,843 shares of AllianzIM Buffer20 Allocation ETF worth $322K as of Q1 2026.
  • BridgePort Financial Solutions bought 3,493 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $96K.
  • AllianzIM Buffer20 Allocation ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #166 holding.
  • BridgePort Financial Solutions first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.