Commonwealth Equity Services
SPBW

Commonwealth Equity Services’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Commonwealth Equity Services’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
Q2 		$1.27M Buy
44,343
+23,556
+113% +$667K ﹤0.01% 2515
2026
Q1 		$566K Buy
20,787
+5,679
+38% +$156K ﹤0.01% 3107
2025
Q4 		$414K Sell
15,108
-741
-5% -$20.1K ﹤0.01% 3336
2025
Q3 		$426K Buy
15,849
+6,263
+65% +$166K ﹤0.01% 3320
2025
Q2 		$249K Buy
+9,586
New +$239K ﹤0.01% 3755

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services's SPBW Position: Q2 2026 in Review

Commonwealth Equity Services increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 113% in Q2 2026, buying an estimated $667K and bringing the position to 44,343 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Commonwealth Equity Services first reported a position in SPBW in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Commonwealth Equity Services held 44,343 shares of AllianzIM Buffer20 Allocation ETF worth $1.27M as of Q2 2026.
  • Commonwealth Equity Services bought 23,556 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $667K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2515 holding.
  • Commonwealth Equity Services first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.