Key Capital Management’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Key Capital Management’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
2026 Q3	$14.2K	Buy	486 +100	+26%	+$2.91K	0.01%	346
2026 Q2	$11.1K	Buy	386 +129	+50%	+$3.65K	0.01%	328
2026 Q1	$7K	Sell	257 -6	-2%	-$165	﹤0.01%	348
2025 Q4	$7.21K	Buy	+263	New	+$7.13K	0.01%	292

Other funds holding SPBW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Carmel Capital Partners San Diego, California $279M AUM 2.49% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Key Capital Management's SPBW Position: Q3 2026 in Review

Key Capital Management increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 26% in Q3 2026, buying an estimated $2.91K and bringing the position to 486 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #346.

Key Capital Management first reported a position in SPBW in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SPBW as of Q3 2026.

Key Capital Management held 486 shares of AllianzIM Buffer20 Allocation ETF worth $14.2K as of Q3 2026.
Key Capital Management bought 100 AllianzIM Buffer20 Allocation ETF shares in Q3 2026, an estimated $2.91K.
AllianzIM Buffer20 Allocation ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #346 holding.
Key Capital Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and has held it in 4 quarters since.
21 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.