HI
SPBU

Harbour Investments’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Harbour Investments’s Portfolio SPBU Stock Details SPBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.8M Buy
191,804
+14,943
+8% +$441K 0.08% 240
2026
Q1 		$4.81M Buy
176,861
+40,768
+30% +$1.14M 0.07% 248
2025
Q4 		$3.83M Buy
136,093
+64,355
+90% +$1.8M 0.08% 239
2025
Q3 		$1.99M Buy
71,738
+40,228
+128% +$1.08M 0.05% 348
2025
Q2 		$820K Buy
31,510
+22,204
+239% +$547K 0.02% 596
2025
Q1 		$226K Buy
+9,306
New +$228K 0.01% 1044

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Harbour Investments's SPBU Position: Q2 2026 in Review

Harbour Investments increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 8.4% in Q2 2026, buying an estimated $441K and bringing the position to 191,804 shares worth $5.8M. The position accounts for 0.08% of the portfolio, ranked #240.

Harbour Investments first reported a position in SPBU in Q1 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Harbour Investments held 191,804 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $5.8M as of Q2 2026.
  • Harbour Investments bought 14,943 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $441K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.08% of Harbour Investments's portfolio in Q2 2026, its #240 holding.
  • Harbour Investments first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.