Diversify Advisory Services’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Diversify Advisory Services’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	$312K	Buy	+10,850	New	+$307K	0.01%	1031

Other funds holding SPBW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Diversify Advisory Services's SPBW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q2 2026: 10,850 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #1031 among its holdings.

31 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

Diversify Advisory Services held 10,850 shares of AllianzIM Buffer20 Allocation ETF worth $312K as of Q2 2026.
AllianzIM Buffer20 Allocation ETF was a new Diversify Advisory Services position in Q2 2026.
AllianzIM Buffer20 Allocation ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1031 holding.
31 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.