Envestnet Asset Management
SPBW

Envestnet Asset Management’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Envestnet Asset 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 		$809K Buy
29,735
+8,172
+38% +$225K ﹤0.01% 3600
2025
Q4 		$591K Sell
21,563
-11,446
-35% -$310K ﹤0.01% 3591
2025
Q3 		$888K Buy
33,009
+3,726
+13% +$98.5K ﹤0.01% 3399
2025
Q2 		$761K Buy
29,283
+5,104
+21% +$127K ﹤0.01% 3430
2025
Q1 		$595K Buy
+24,179
New +$606K ﹤0.01% 3516

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

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

Envestnet Asset Management increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 38% in Q1 2026, buying an estimated $225K and bringing the position to 29,735 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

Envestnet Asset Management first reported a position in SPBW in Q1 2025 and has held it in 5 quarters since. The position peaked at $888K in Q3 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Envestnet Asset Management held 29,735 shares of AllianzIM Buffer20 Allocation ETF worth $809K as of Q1 2026.
  • Envestnet Asset Management bought 8,172 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $225K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3600 holding.
  • Envestnet Asset Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's AllianzIM Buffer20 Allocation ETF position peaked at $888K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

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