IFP Advisors
SPBW icon

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
Q3 		$77.7K Buy
2,651
+55
+2% +$1.6K ﹤0.01% 2119
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% +$2.64K ﹤0.01% 2759
2025
Q2 		$10.4K Buy
+400
New +$10K ﹤0.01% 2894

Other funds holding SPBW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IFP Advisors's SPBW Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 2.1% in Q3 2026, buying an estimated $1.6K and bringing the position to 2,651 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

IFP Advisors first reported a position in SPBW in Q2 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold SPBW as of Q3 2026.

  • IFP Advisors held 2,651 shares of AllianzIM Buffer20 Allocation ETF worth $77.7K as of Q3 2026.
  • IFP Advisors bought 55 AllianzIM Buffer20 Allocation ETF shares in Q3 2026, an estimated $1.6K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2119 holding.
  • IFP Advisors first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2026.

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