Envestnet Asset Management
SPBU

Envestnet Asset Management’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Envestnet Asset Management’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
Q1 		$3.41M Buy
125,503
+83,199
+197% +$2.34M ﹤0.01% 2618
2025
Q4 		$1.19M Buy
42,304
+33,089
+359% +$927K ﹤0.01% 3167
2025
Q3 		$255K Buy
+9,215
New +$246K ﹤0.01% 4181

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Envestnet Asset Management's SPBU Position: Q1 2026 in Review

Envestnet Asset Management increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 197% in Q1 2026, buying an estimated $2.34M and bringing the position to 125,503 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Envestnet Asset Management first reported a position in SPBU in Q3 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Envestnet Asset Management held 125,503 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $3.41M as of Q1 2026.
  • Envestnet Asset Management bought 83,199 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $2.34M.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2618 holding.
  • Envestnet Asset Management first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.