Cambridge Investment Research Advisors
SPBW

Cambridge Investment Research Advisors’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$4.71M Buy
164,259
+39,532
+32% +$1.12M 0.01% 1070
2026
Q1 		$3.4M Buy
124,727
+67,519
+118% +$1.86M 0.01% 1209
2025
Q4 		$1.57M Buy
57,208
+5,636
+11% +$153K ﹤0.01% 1742
2025
Q3 		$1.39M Sell
51,572
-11,681
-18% -$309K ﹤0.01% 1791
2025
Q2 		$1.64M Buy
+63,253
New +$1.58M 0.01% 1572

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's SPBW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 32% in Q2 2026, buying an estimated $1.12M and bringing the position to 164,259 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #1070.

Cambridge Investment Research Advisors first reported a position in SPBW in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Cambridge Investment Research Advisors held 164,259 shares of AllianzIM Buffer20 Allocation ETF worth $4.71M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 39,532 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $1.12M.
  • AllianzIM Buffer20 Allocation ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1070 holding.
  • Cambridge Investment Research Advisors first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.