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
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 $20.7B AUM 19.76% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments's SPBU Position: Q1 2026 in Review

Harbour Investments increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 30% in Q1 2026, buying an estimated $1.14M and bringing the position to 176,861 shares worth $4.81M. The position accounts for 0.07% of the portfolio, ranked #248.

Harbour Investments first reported a position in SPBU in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Harbour Investments held 176,861 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $4.81M as of Q1 2026.
  • Harbour Investments bought 40,768 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $1.14M.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.07% of Harbour Investments's portfolio in Q1 2026, its #248 holding.
  • Harbour Investments first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.