Cetera Investment Advisers
SPBW

Cetera Investment Advisers’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Cetera Investment Advisers’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 		$1.28M Buy
46,985
+9,822
+26% +$270K ﹤0.01% 2688
2025
Q4 		$1.02M Buy
37,163
+16,043
+76% +$435K ﹤0.01% 2804
2025
Q3 		$568K Buy
21,120
+3,959
+23% +$105K ﹤0.01% 3275
2025
Q2 		$446K Buy
+17,161
New +$428K ﹤0.01% 3052

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers's SPBW Position: Q1 2026 in Review

Cetera Investment Advisers increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 26% in Q1 2026, buying an estimated $270K and bringing the position to 46,985 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 46,985 shares of AllianzIM Buffer20 Allocation ETF worth $1.28M as of Q1 2026.
  • Cetera Investment Advisers bought 9,822 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $270K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2688 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.