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

Evolution 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	$3.41M	Buy	+125,237	New	+$3.44M	2.49%	7

Other funds holding SPBW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Evolution Wealth Management opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q1 2026: 125,237 shares worth $3.41M. The stake represents 2.49% of the portfolio and ranks #7 among its holdings.

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

Evolution Wealth Management held 125,237 shares of AllianzIM Buffer20 Allocation ETF worth $3.41M as of Q1 2026.
AllianzIM Buffer20 Allocation ETF was a new Evolution Wealth Management position in Q1 2026.
AllianzIM Buffer20 Allocation ETF made up 2.49% of Evolution Wealth Management's portfolio in Q1 2026, its #7 holding.
27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.