IA
SPBU

IFP Advisors’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

IFP Advisors’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 		$52.3K Buy
1,731
+1
+0.1% +$29 ﹤0.01% 2371
2026
Q1 		$47K Buy
1,730
+650
+60% +$18.3K ﹤0.01% 2276
2025
Q4 		$30.4K Buy
1,080
+980
+980% +$27.4K ﹤0.01% 2485
2025
Q3 		$2.77K Buy
+100
New +$2.67K ﹤0.01% 3559

Other funds holding SPBU

PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

IFP Advisors's SPBU Position: Q2 2026 in Review

IFP Advisors increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 0.06% in Q2 2026, buying an estimated $29 and bringing the position to 1,731 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

IFP Advisors first reported a position in SPBU in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • IFP Advisors held 1,731 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $52.3K as of Q2 2026.
  • IFP Advisors bought 1 AllianzIM Buffer15 Uncapped Allocation ETF share in Q2 2026, an estimated $29.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2371 holding.
  • IFP Advisors first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.