HI
SPBW

Harbour Investments’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Harbour Investments’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 		$142K Hold
4,964
– – ﹤0.01% 1797
2026
Q1 		$135K Sell
4,964
-6,421
-56% -$177K ﹤0.01% 1761
2025
Q4 		$312K Sell
11,385
-14,920
-57% -$404K 0.01% 1065
2025
Q3 		$707K Sell
26,305
-109,465
-81% -$2.9M 0.02% 685
2025
Q2 		$3.53M Sell
135,770
-17,777
-12% -$443K 0.09% 202
2025
Q1 		$3.78M Buy
+153,547
New +$3.85M 0.11% 170

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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 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

Harbour Investments's SPBW Position: Q2 2026 in Review

Harbour Investments held its AllianzIM Buffer20 Allocation ETF (SPBW) position steady in Q2 2026 at 4,964 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Harbour Investments first reported a position in SPBW in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.78M in Q1 2025. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Harbour Investments held 4,964 shares of AllianzIM Buffer20 Allocation ETF worth $142K as of Q2 2026.
  • Harbour Investments left its AllianzIM Buffer20 Allocation ETF share count unchanged in Q2 2026.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1797 holding.
  • Harbour Investments first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • Harbour Investments's AllianzIM Buffer20 Allocation ETF position peaked at $3.78M in Q1 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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