IFP Advisors
SPBU icon

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
Q3 		$51.8K Sell
1,696
-35
-2% -$1.07K ﹤0.01% 2376
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

Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's SPBU Position: Q3 2026 in Review

IFP Advisors reduced its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 2% in Q3 2026, selling an estimated $1.07K and leaving 1,696 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

IFP Advisors first reported a position in SPBU in Q3 2025 and has held it in 5 quarters since. The position peaked at $52.3K in Q2 2026. 6 funds tracked by Wall St. Rank hold SPBU as of Q3 2026.

  • IFP Advisors held 1,696 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $51.8K as of Q3 2026.
  • IFP Advisors sold 35 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q3 2026, an estimated $1.07K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2376 holding.
  • IFP Advisors first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $52.3K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.