CIAS
SPBU

Capital Investment Advisory Services’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Capital Investment Advisory Services’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 		$847K Buy
28,015
+1,933
+7% +$57K 0.05% 335
2026
Q1 		$709K Buy
26,082
+8,183
+46% +$230K 0.05% 328
2025
Q4 		$504K Buy
+17,899
New +$501K 0.04% 384

Other funds holding SPBU

OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Capital Investment Advisory Services's SPBU Position: Q2 2026 in Review

Capital Investment Advisory Services increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 7.4% in Q2 2026, buying an estimated $57K and bringing the position to 28,015 shares worth $847K. The position accounts for 0.05% of the portfolio, ranked #335.

Capital Investment Advisory Services first reported a position in SPBU in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Capital Investment Advisory Services held 28,015 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $847K as of Q2 2026.
  • Capital Investment Advisory Services bought 1,933 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $57K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.05% of Capital Investment Advisory Services's portfolio in Q2 2026, its #335 holding.
  • Capital Investment Advisory Services first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.