IFG
SPBW

Independent Financial Group’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Independent Financial Group’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 		$5.53M Buy
192,604
+28,262
+17% +$800K 0.1% 197
2026
Q1 		$4.47M Buy
164,342
+29,258
+22% +$804K 0.1% 199
2025
Q4 		$3.7M Buy
135,084
+38,648
+40% +$1.05M 0.08% 223
2025
Q3 		$2.59M Buy
96,436
+11,434
+13% +$302K 0.06% 308
2025
Q2 		$2.21M Buy
85,002
+22,541
+36% +$562K 0.06% 313
2025
Q1 		$1.54M Buy
+62,461
New +$1.56M 0.05% 358

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Independent Financial Group increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 17% in Q2 2026, buying an estimated $800K and bringing the position to 192,604 shares worth $5.53M. The position accounts for 0.1% of the portfolio, ranked #197.

Independent Financial Group first reported a position in SPBW in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Independent Financial Group held 192,604 shares of AllianzIM Buffer20 Allocation ETF worth $5.53M as of Q2 2026.
  • Independent Financial Group bought 28,262 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $800K.
  • AllianzIM Buffer20 Allocation ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #197 holding.
  • Independent Financial Group first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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