KAS
SPBX

Kestra Advisory Services’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-5,122
Closed -$141K – 4549
2025
Q4 		$141K Buy
+5,122
New +$139K ﹤0.01% 3173

Other funds holding SPBX

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kestra Advisory Services's SPBX Position: Q1 2026 in Review

Kestra Advisory Services sold out of AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q1 2026, closing a stake of 5,122 shares — an estimated $141K sold.

Kestra Advisory Services first reported a position in SPBX in Q4 2025 and held it in 1 quarter. The position peaked at $141K in Q4 2025. 21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

  • Kestra Advisory Services reported no remaining AllianzIM 6 Month Buffer10 Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,122 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q1 2026, an estimated $141K.
  • Kestra Advisory Services first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $141K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.