IA
SPBX

IFP Advisors’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

IFP Advisors’s Portfolio SPBX Stock Details SPBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.7K Buy
1,841
+1
+0.1% +$29 ﹤0.01% 2359
2026
Q1 		$49.6K Buy
1,840
+895
+95% +$24.6K ﹤0.01% 2250
2025
Q4 		$26K Buy
945
+845
+845% +$22.9K ﹤0.01% 2591
2025
Q3 		$2.69K Buy
+100
New +$2.64K ﹤0.01% 3577

Other funds holding SPBX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors's SPBX Position: Q2 2026 in Review

IFP Advisors increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 0.05% in Q2 2026, buying an estimated $29 and bringing the position to 1,841 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

IFP Advisors first reported a position in SPBX in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • IFP Advisors held 1,841 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $53.7K as of Q2 2026.
  • IFP Advisors bought 1 AllianzIM 6 Month Buffer10 Allocation ETF share in Q2 2026, an estimated $29.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2359 holding.
  • IFP Advisors first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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