Integrated Wealth Management (Ohio)’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Integrated Wealth Management (Ohio)’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 Q3	$328K	Buy	+10,976	New	+$325K	0.32%	71

Other funds holding SPBX

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s SPBX Position: Q3 2026 in Review

Integrated Wealth Management (Ohio) opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q3 2026: 10,976 shares worth $328K. The stake represents 0.32% of the portfolio and ranks #71 among its holdings.

6 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

Integrated Wealth Management (Ohio) held 10,976 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $328K as of Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new Integrated Wealth Management (Ohio) position in Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.32% of Integrated Wealth Management (Ohio)'s portfolio in Q3 2026, its #71 holding.
6 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 19 Oct 2026.