BFS
SPBX

BridgePort Financial Solutions’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

BridgePort Financial 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
2026
Q1 		$251K Buy
9,320
+593
+7% +$16.3K 0.07% 204
2025
Q4 		$240K Buy
+8,727
New +$237K 0.06% 213

Other funds holding SPBX

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

BridgePort Financial Solutions increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 6.8% in Q1 2026, buying an estimated $16.3K and bringing the position to 9,320 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #204.

BridgePort Financial Solutions first reported a position in SPBX in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

  • BridgePort Financial Solutions held 9,320 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $251K as of Q1 2026.
  • BridgePort Financial Solutions bought 593 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q1 2026, an estimated $16.3K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q1 2026, its #204 holding.
  • BridgePort Financial Solutions first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

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