CAL
SPBU

Capital Analysts LLC’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Capital Analysts LLC’s Portfolio SPBU Stock Details SPBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Buy
10,130
+5,345
+112% +$158K 0.01% 605
2026
Q1 		$130K Buy
+4,785
New +$134K ﹤0.01% 734

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Analysts LLC's SPBU Position: Q2 2026 in Review

Capital Analysts LLC increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 112% in Q2 2026, buying an estimated $158K and bringing the position to 10,130 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #605.

Capital Analysts LLC first reported a position in SPBU in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Capital Analysts LLC held 10,130 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $306K as of Q2 2026.
  • Capital Analysts LLC bought 5,345 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $158K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #605 holding.
  • Capital Analysts LLC first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.