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
Q2 		$358K Buy
12,269
+2,949
+32% +$84.2K 0.09% 164
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 $9.48B AUM 23.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BridgePort Financial Solutions's SPBX Position: Q2 2026 in Review

BridgePort Financial Solutions increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 32% in Q2 2026, buying an estimated $84.2K and bringing the position to 12,269 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #164.

BridgePort Financial Solutions first reported a position in SPBX in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • BridgePort Financial Solutions held 12,269 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $358K as of Q2 2026.
  • BridgePort Financial Solutions bought 2,949 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $84.2K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q2 2026, its #164 holding.
  • BridgePort Financial Solutions first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.