Carmel Capital Partners’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Carmel Capital Partners’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	$281K	Buy	+9,790	New	+$277K	0.09%	107

Other funds holding SPBW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carmel Capital Partners's SPBW Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q2 2026: 9,790 shares worth $281K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings.

31 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

Carmel Capital Partners held 9,790 shares of AllianzIM Buffer20 Allocation ETF worth $281K as of Q2 2026.
AllianzIM Buffer20 Allocation ETF was a new Carmel Capital Partners position in Q2 2026.
AllianzIM Buffer20 Allocation ETF made up 0.09% of Carmel Capital Partners's portfolio in Q2 2026, its #107 holding.
31 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.