CF
SPBW

Centaurus Financial’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Centaurus Financial’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
Q1 		$638K Buy
23,454
+4,589
+24% +$126K 0.03% 452
2025
Q4 		$517K Buy
18,865
+1,408
+8% +$38.2K 0.02% 524
2025
Q3 		$469K Buy
17,457
+2,496
+17% +$66K 0.02% 549
2025
Q2 		$389K Buy
+14,961
New +$373K 0.02% 546

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Centaurus Financial's SPBW Position: Q1 2026 in Review

Centaurus Financial increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 24% in Q1 2026, buying an estimated $126K and bringing the position to 23,454 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #452.

Centaurus Financial first reported a position in SPBW in Q2 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Centaurus Financial held 23,454 shares of AllianzIM Buffer20 Allocation ETF worth $638K as of Q1 2026.
  • Centaurus Financial bought 4,589 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $126K.
  • AllianzIM Buffer20 Allocation ETF made up 0.03% of Centaurus Financial's portfolio in Q1 2026, its #452 holding.
  • Centaurus Financial first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.