EWM
SPBW

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
Q2 		$4.17M Buy
145,350
+20,113
+16% +$570K 2.45% 9
2026
Q1 		$3.41M Buy
+125,237
New +$3.44M 2.49% 7

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evolution Wealth Management's SPBW Position: Q2 2026 in Review

Evolution Wealth Management increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 16% in Q2 2026, buying an estimated $570K and bringing the position to 145,350 shares worth $4.17M. The position accounts for 2.45% of the portfolio, ranked #9.

Evolution Wealth Management first reported a position in SPBW in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Evolution Wealth Management held 145,350 shares of AllianzIM Buffer20 Allocation ETF worth $4.17M as of Q2 2026.
  • Evolution Wealth Management bought 20,113 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $570K.
  • AllianzIM Buffer20 Allocation ETF made up 2.45% of Evolution Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Evolution Wealth Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.