Commonwealth Equity Services
SPBU

Commonwealth Equity Services’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Commonwealth Equity Services’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 		$7.29M Buy
268,466
+5,329
+2% +$150K 0.01% 1096
2025
Q4 		$7.41M Buy
263,137
+86,672
+49% +$2.43M 0.01% 1070
2025
Q3 		$4.89M Buy
176,465
+94,998
+117% +$2.54M 0.01% 1365
2025
Q2 		$2.12M Buy
81,467
+64,607
+383% +$1.59M ﹤0.01% 1939
2025
Q1 		$410K Buy
+16,860
New +$413K ﹤0.01% 3204

Other funds holding SPBU

SC
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
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
HI
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services's SPBU Position: Q1 2026 in Review

Commonwealth Equity Services increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 2% in Q1 2026, buying an estimated $150K and bringing the position to 268,466 shares worth $7.29M. The position accounts for 0.01% of the portfolio, ranked #1096.

Commonwealth Equity Services first reported a position in SPBU in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.41M in Q4 2025. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Commonwealth Equity Services held 268,466 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $7.29M as of Q1 2026.
  • Commonwealth Equity Services bought 5,329 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $150K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1096 holding.
  • Commonwealth Equity Services first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $7.41M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.