EWM
SPBX

Evolution Wealth Management’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Evolution Wealth 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
2025
Q4 		– Sell
-955
Closed -$25.7K – 788
2025
Q3 		$25.7K Buy
+955
New +$25.2K 0.03% 271

Other funds holding SPBX

A
Allianz Munich, Germany $9.02B AUM 28.63% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Evolution Wealth Management's SPBX Position: Q4 2025 in Review

Evolution Wealth Management sold out of AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q4 2025, closing a stake of 955 shares — an estimated $25.7K sold.

Evolution Wealth Management first reported a position in SPBX in Q3 2025 and held it in 1 quarter. The position peaked at $25.7K in Q3 2025. 16 funds tracked by Wall St. Rank hold SPBX as of Q4 2025.

  • Evolution Wealth Management reported no remaining AllianzIM 6 Month Buffer10 Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 955 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q4 2025, an estimated $25.7K.
  • Evolution Wealth Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $25.7K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.