CWAF
SPBU

Core Wealth Advisors (Florida)’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Core Wealth Advisors (Florida)’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
2026
Q2 		$5.98M Buy
197,846
+13,080
+7% +$386K 1.2% 16
2026
Q1 		$5.02M Buy
184,766
+35,990
+24% +$1.01M 1.2% 16
2025
Q4 		$4.19M Buy
148,776
+12,018
+9% +$337K 1.09% 14
2025
Q3 		$3.79M Buy
+136,758
New +$3.66M 0.99% 16

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SPBU Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 7.1% in Q2 2026, buying an estimated $386K and bringing the position to 197,846 shares worth $5.98M. The position accounts for 1.2% of the portfolio, ranked #16.

Core Wealth Advisors (Florida) first reported a position in SPBU in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Core Wealth Advisors (Florida) held 197,846 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $5.98M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 13,080 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $386K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 1.2% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #16 holding.
  • Core Wealth Advisors (Florida) first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.