IFG
SPBU

Independent Financial Group’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Independent Financial Group’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 		$215K Buy
+7,100
New +$209K ﹤0.01% 1444

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Independent Financial Group's SPBU Position: Q2 2026 in Review

Independent Financial Group opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 7,100 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings.

5 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Independent Financial Group held 7,100 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $215K as of Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF was a new Independent Financial Group position in Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1444 holding.
  • 5 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.