KCM
SPBU

Key Capital Management’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Key Capital Management’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 		$3.39K Buy
112
+36
+47% +$1.06K ﹤0.01% 490
2026
Q1 		$2.06K Hold
76
– – ﹤0.01% 521
2025
Q4 		$2.14K Buy
+76
New +$2.13K ﹤0.01% 387

Other funds holding SPBU

TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
VL
Vima LLC Troy, Michigan $103M AUM
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Key Capital Management's SPBU Position: Q2 2026 in Review

Key Capital Management increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 47% in Q2 2026, buying an estimated $1.06K and bringing the position to 112 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Key Capital Management first reported a position in SPBU in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Key Capital Management held 112 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $3.39K as of Q2 2026.
  • Key Capital Management bought 36 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $1.06K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #490 holding.
  • Key Capital Management first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.