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

FSR 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
2026 Q3	$229K	Buy	+7,670	New	+$227K	0.25%	37

Other funds holding SPBX

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

FSR Wealth Management's SPBX Position: Q3 2026 in Review

FSR Wealth Management opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q3 2026: 7,670 shares worth $229K. The stake represents 0.25% of the portfolio and ranks #37 among its holdings.

13 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

FSR Wealth Management held 7,670 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $229K as of Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new FSR Wealth Management position in Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.25% of FSR Wealth Management's portfolio in Q3 2026, its #37 holding.
13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

Based on FSR Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.