CAP Partners LLC’s AllianzIM U.S. Equity Buffer15 ETF QBSF Stock Holding History

CAP Partners LLC’s Portfolio QBSF Stock Details QBSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Buy	+8,175	New	+$223K	0.1%	156

Other funds holding QBSF

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

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

CAP Partners LLC's QBSF Position: Q3 2026 in Review

CAP Partners LLC opened a new position in AllianzIM U.S. Equity Buffer15 ETF (QBSF) in Q3 2026: 8,175 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings.

7 funds tracked by Wall St. Rank hold QBSF as of Q3 2026.

CAP Partners LLC held 8,175 shares of AllianzIM U.S. Equity Buffer15 ETF worth $225K as of Q3 2026.
AllianzIM U.S. Equity Buffer15 ETF was a new CAP Partners LLC position in Q3 2026.
AllianzIM U.S. Equity Buffer15 ETF made up 0.1% of CAP Partners LLC's portfolio in Q3 2026, its #156 holding.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.