Clear Creek Financial Management’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Clear Creek Financial Management’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 Q1	$395K	Buy	14,520 +560	+4%	+$15.7K	0.03%	441
2025 Q4	$393K	Buy	+13,960	New	+$391K	0.03%	437

Other funds holding SPBU

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TCG

Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Clear Creek Financial Management's SPBU Position: Q1 2026 in Review

Clear Creek Financial Management increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 4% in Q1 2026, buying an estimated $15.7K and bringing the position to 14,520 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #441.

Clear Creek Financial Management first reported a position in SPBU in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

Clear Creek Financial Management held 14,520 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $395K as of Q1 2026.
Clear Creek Financial Management bought 560 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $15.7K.
AllianzIM Buffer15 Uncapped Allocation ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #441 holding.
Clear Creek Financial Management first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.