DWM
SPBW

Diversify Wealth Management’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Diversify Wealth Management’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
Q1 		$258K Buy
+9,150
New +$252K ﹤0.01% 1013

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Diversify Wealth Management's SPBW Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q1 2026: 9,150 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings.

27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Diversify Wealth Management held 9,150 shares of AllianzIM Buffer20 Allocation ETF worth $258K as of Q1 2026.
  • AllianzIM Buffer20 Allocation ETF was a new Diversify Wealth Management position in Q1 2026.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1013 holding.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.