Diversify Advisory Services’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Diversify Advisory Services’s Portfolio SPBX Stock Details SPBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$281K	Hold	9,330	–	–	﹤0.01%	1113
2026 Q2	$273K	Buy	+9,330	New	+$267K	﹤0.01%	1089

Other funds holding SPBX

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Advisory Services's SPBX Position: Q3 2026 in Review

Diversify Advisory Services held its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) position steady in Q3 2026 at 9,330 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Diversify Advisory Services first reported a position in SPBX in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

Diversify Advisory Services held 9,330 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $281K as of Q3 2026.
Diversify Advisory Services left its AllianzIM 6 Month Buffer10 Allocation ETF share count unchanged in Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1113 holding.
Diversify Advisory Services first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.