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
Q2 		$520K Buy
17,185
+1,151
+7% +$33.9K 0.05% 125
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 $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
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 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

Discipline Wealth Solutions's SPBU Position: Q2 2026 in Review

Discipline Wealth Solutions increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 7.2% in Q2 2026, buying an estimated $33.9K and bringing the position to 17,185 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #125.

Discipline Wealth Solutions first reported a position in SPBU in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Discipline Wealth Solutions held 17,185 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $520K as of Q2 2026.
  • Discipline Wealth Solutions bought 1,151 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $33.9K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #125 holding.
  • Discipline Wealth Solutions first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.