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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

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

Key Capital Management increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 50% in Q2 2026, buying an estimated $3.65K and bringing the position to 386 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #328.

Key Capital Management first reported a position in SPBW in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

Key Capital Management held 386 shares of AllianzIM Buffer20 Allocation ETF worth $11.1K as of Q2 2026.
Key Capital Management bought 129 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $3.65K.
AllianzIM Buffer20 Allocation ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #328 holding.
Key Capital Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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