CFCI
SPBX

Comprehensive Financial Consultants Institutional’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q2 		$289K Buy
+9,905
New +$283K 0.08% 175

Other funds holding SPBX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SPBX Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q2 2026: 9,905 shares worth $289K. The stake represents 0.08% of the portfolio and ranks #175 among its holdings.

13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 9,905 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $289K as of Q2 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF was a new Comprehensive Financial Consultants Institutional position in Q2 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #175 holding.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.