CPRC
SPBX

Consolidated Portfolio Review Corp’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-10,248
Closed -$275K – 456
2025
Q3 		$275K Buy
+10,248
New +$270K 0.03% 389

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 $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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Consolidated Portfolio Review Corp sold out of AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q4 2025, closing a stake of 10,248 shares — an estimated $275K sold.

Consolidated Portfolio Review Corp first reported a position in SPBX in Q3 2025 and held it in 1 quarter. The position peaked at $275K in Q3 2025. 16 funds tracked by Wall St. Rank hold SPBX as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining AllianzIM 6 Month Buffer10 Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 10,248 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q4 2025, an estimated $275K.
  • Consolidated Portfolio Review Corp first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $275K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q4 2025.

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