CW
SPBW

CreativeOne Wealth’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

CreativeOne Wealth’s Portfolio SPBW Stock Details SPBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$461K Hold
16,926
– – 0.01% 834
2025
Q4 		$464K Buy
16,926
+2,000
+13% +$54.2K 0.01% 811
2025
Q3 		$401K Hold
14,926
– – 0.01% 844
2025
Q2 		$388K Buy
+14,926
New +$372K 0.01% 833

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CreativeOne Wealth's SPBW Position: Q1 2026 in Review

CreativeOne Wealth held its AllianzIM Buffer20 Allocation ETF (SPBW) position steady in Q1 2026 at 16,926 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #834.

CreativeOne Wealth first reported a position in SPBW in Q2 2025 and has held it in 4 quarters since. The position peaked at $464K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • CreativeOne Wealth held 16,926 shares of AllianzIM Buffer20 Allocation ETF worth $461K as of Q1 2026.
  • CreativeOne Wealth left its AllianzIM Buffer20 Allocation ETF share count unchanged in Q1 2026.
  • AllianzIM Buffer20 Allocation ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #834 holding.
  • CreativeOne Wealth first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • CreativeOne Wealth's AllianzIM Buffer20 Allocation ETF position peaked at $464K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.