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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TCG

Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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. 45 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.
45 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.