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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Harbour Investments's SPBW Position: Q1 2026 in Review

Harbour Investments reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 56% in Q1 2026, selling an estimated $177K and leaving 4,964 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Harbour Investments first reported a position in SPBW in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.78M in Q1 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Harbour Investments held 4,964 shares of AllianzIM Buffer20 Allocation ETF worth $135K as of Q1 2026.
  • Harbour Investments sold 6,421 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $177K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1761 holding.
  • Harbour Investments first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Harbour Investments's AllianzIM Buffer20 Allocation ETF position peaked at $3.78M in Q1 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

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