Discipline Wealth Solutions
SPBU icon

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
Q3 		$626K Buy
20,491
+3,306
+19% +$101K 0.05% 109
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

Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Discipline Wealth Solutions's SPBU Position: Q3 2026 in Review

Discipline Wealth Solutions increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 19% in Q3 2026, buying an estimated $101K and bringing the position to 20,491 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #109.

Discipline Wealth Solutions first reported a position in SPBU in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold SPBU as of Q3 2026.

  • Discipline Wealth Solutions held 20,491 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $626K as of Q3 2026.
  • Discipline Wealth Solutions bought 3,306 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q3 2026, an estimated $101K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.05% of Discipline Wealth Solutions's portfolio in Q3 2026, its #109 holding.
  • Discipline Wealth Solutions first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.