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
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

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 $137M AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Commonwealth Equity Services increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 38% in Q1 2026, buying an estimated $156K and bringing the position to 20,787 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Commonwealth Equity Services 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.

  • Commonwealth Equity Services held 20,787 shares of AllianzIM Buffer20 Allocation ETF worth $566K as of Q1 2026.
  • Commonwealth Equity Services bought 5,679 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $156K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3107 holding.
  • Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.