DWM
SPBX

Diversify Wealth Management’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Diversify Wealth Management’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
Q2 		$273K Buy
+9,330
New +$267K ﹤0.01% 1089

Other funds holding SPBX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Diversify Wealth Management's SPBX Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q2 2026: 9,330 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Diversify Wealth Management held 9,330 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $273K as of Q2 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF was a new Diversify Wealth Management position in Q2 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.