DWS
SPBU

Discipline Wealth Solutions’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Discipline Wealth Solutions’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
Q1 		$436K Sell
16,034
-32
-0.2% -$898 0.05% 123
2025
Q4 		$452K Buy
16,066
+487
+3% +$13.6K 0.08% 109
2025
Q3 		$432K Buy
+15,579
New +$417K 0.11% 106

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Discipline Wealth Solutions's SPBU Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 0.2% in Q1 2026, selling an estimated $898 and leaving 16,034 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #123.

Discipline Wealth Solutions first reported a position in SPBU in Q3 2025 and has held it in 3 quarters since. The position peaked at $452K in Q4 2025. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Discipline Wealth Solutions held 16,034 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $436K as of Q1 2026.
  • Discipline Wealth Solutions sold 32 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $898.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.05% of Discipline Wealth Solutions's portfolio in Q1 2026, its #123 holding.
  • Discipline Wealth Solutions first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $452K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.