CPRC
SPBU

Consolidated Portfolio Review Corp’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-15,962
Closed -$442K – 457
2025
Q3 		$442K Buy
+15,962
New +$427K 0.06% 289

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPBU Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q4 2025, closing a stake of 15,962 shares — an estimated $442K sold.

Consolidated Portfolio Review Corp first reported a position in SPBU in Q3 2025 and held it in 1 quarter. The position peaked at $442K in Q3 2025. 33 funds tracked by Wall St. Rank hold SPBU as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining AllianzIM Buffer15 Uncapped Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 15,962 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q4 2025, an estimated $442K.
  • Consolidated Portfolio Review Corp first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $442K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.