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
Q2 		$507K Buy
17,652
+726
+4% +$20.6K 0.01% 795
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CreativeOne Wealth's SPBW Position: Q2 2026 in Review

CreativeOne Wealth increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 4.3% in Q2 2026, buying an estimated $20.6K and bringing the position to 17,652 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #795.

CreativeOne Wealth first reported a position in SPBW in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • CreativeOne Wealth held 17,652 shares of AllianzIM Buffer20 Allocation ETF worth $507K as of Q2 2026.
  • CreativeOne Wealth bought 726 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $20.6K.
  • AllianzIM Buffer20 Allocation ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #795 holding.
  • CreativeOne Wealth first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.