CA
SPBU

CGN Advisors’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

CGN Advisors’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 		$2.71M Buy
89,480
+1,268
+1% +$37.4K 0.2% 104
2026
Q1 		$2.4M Sell
88,212
-3,552
-4% -$99.7K 0.19% 114
2025
Q4 		$2.58M Sell
91,764
-418
-0.5% -$11.7K 0.2% 104
2025
Q3 		$2.55M Buy
92,182
+18,669
+25% +$499K 0.21% 102
2025
Q2 		$1.91M Buy
+73,513
New +$1.81M 0.17% 122

Other funds holding SPBU

PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CGN Advisors's SPBU Position: Q2 2026 in Review

CGN Advisors increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 1.4% in Q2 2026, buying an estimated $37.4K and bringing the position to 89,480 shares worth $2.71M. The position accounts for 0.2% of the portfolio, ranked #104.

CGN Advisors first reported a position in SPBU in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • CGN Advisors held 89,480 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $2.71M as of Q2 2026.
  • CGN Advisors bought 1,268 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $37.4K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.2% of CGN Advisors's portfolio in Q2 2026, its #104 holding.
  • CGN Advisors first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.