JY
SPBW

Jeff Yass’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-15,704
Closed -$408K – 14272
2025
Q2 		$408K Buy
+15,704
New +$392K ﹤0.01% 9628

Other funds holding SPBW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jeff Yass's SPBW Position: Q3 2025 in Review

Jeff Yass sold out of AllianzIM Buffer20 Allocation ETF (SPBW) in Q3 2025, closing a stake of 15,704 shares — an estimated $408K sold.

Jeff Yass first reported a position in SPBW in Q2 2025 and held it in 1 quarter. The position peaked at $408K in Q2 2025. 18 funds tracked by Wall St. Rank hold SPBW as of Q3 2025.

  • Jeff Yass reported no remaining AllianzIM Buffer20 Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 15,704 AllianzIM Buffer20 Allocation ETF shares in Q3 2025, an estimated $408K.
  • Jeff Yass first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Jeff Yass's AllianzIM Buffer20 Allocation ETF position peaked at $408K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.