Commonwealth Equity Services
SPBX

Commonwealth Equity Services’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Commonwealth Equity Services’s Portfolio SPBX Stock Details SPBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.67M Sell
98,991
-27,430
-22% -$755K ﹤0.01% 1772
2025
Q4 		$3.47M Buy
126,421
+15,352
+14% +$416K ﹤0.01% 1579
2025
Q3 		$2.98M Buy
111,069
+15,451
+16% +$408K ﹤0.01% 1711
2025
Q2 		$2.47M Buy
95,618
+627
+0.7% +$15.5K ﹤0.01% 1829
2025
Q1 		$2.33M Buy
+94,991
New +$2.38M ﹤0.01% 1804

Other funds holding SPBX

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $353M AUM 18.02% 1-Year Est. Return

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

Commonwealth Equity Services reduced its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 22% in Q1 2026, selling an estimated $755K and leaving 98,991 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Commonwealth Equity Services first reported a position in SPBX in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.47M in Q4 2025. 21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

  • Commonwealth Equity Services held 98,991 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $2.67M as of Q1 2026.
  • Commonwealth Equity Services sold 27,430 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q1 2026, an estimated $755K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1772 holding.
  • Commonwealth Equity Services first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $3.47M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

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