IA
SPBW

IFP Advisors’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

IFP Advisors’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 		$74.5K Buy
2,596
+1
+0% +$28 ﹤0.01% 2166
2026
Q1 		$70.6K Buy
2,595
+850
+49% +$23.4K ﹤0.01% 2060
2025
Q4 		$47.9K Buy
1,745
+1,245
+249% +$33.7K ﹤0.01% 2212
2025
Q3 		$13.4K Buy
500
+100
+25% +$2.65K ﹤0.01% 2759
2025
Q2 		$10.4K Buy
+400
New +$9.97K ﹤0.01% 2894

Other funds holding SPBW

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 $43.3B AUM 29.3% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFP Advisors's SPBW Position: Q2 2026 in Review

IFP Advisors increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 0.04% in Q2 2026, buying an estimated $28 and bringing the position to 2,596 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

IFP Advisors first reported a position in SPBW in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • IFP Advisors held 2,596 shares of AllianzIM Buffer20 Allocation ETF worth $74.5K as of Q2 2026.
  • IFP Advisors bought 1 AllianzIM Buffer20 Allocation ETF share in Q2 2026, an estimated $28.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2166 holding.
  • IFP Advisors first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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