Envestnet Asset Management
SPBX

Envestnet Asset Management’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Envestnet Asset 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 		$2.61M Buy
89,417
+37,769
+73% +$1.08M ﹤0.01% 2952
2026
Q1 		$1.39M Buy
51,648
+2,779
+6% +$76.5K ﹤0.01% 3266
2025
Q4 		$1.34M Buy
48,869
+28,749
+143% +$779K ﹤0.01% 3107
2025
Q3 		$540K Buy
+20,120
New +$531K ﹤0.01% 3708

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
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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Envestnet Asset Management's SPBX Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 73% in Q2 2026, buying an estimated $1.08M and bringing the position to 89,417 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Envestnet Asset Management first reported a position in SPBX in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Envestnet Asset Management held 89,417 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $2.61M as of Q2 2026.
  • Envestnet Asset Management bought 37,769 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $1.08M.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2952 holding.
  • Envestnet Asset Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.