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 Q1	$130K	Buy	+4,785	New	+$134K	﹤0.01%	734

Other funds holding SPBU

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TCG

Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Capital Analysts LLC's SPBU Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q1 2026: 4,785 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

Capital Analysts LLC held 4,785 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $130K as of Q1 2026.
AllianzIM Buffer15 Uncapped Allocation ETF was a new Capital Analysts LLC position in Q1 2026.
AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #734 holding.
37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.