Key Capital Management’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Key Capital Management’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 Q3	$29K	Buy	971 +195	+25%	+$5.77K	0.01%	279
2026 Q2	$22.6K	Buy	776 +255	+49%	+$7.28K	0.01%	241
2026 Q1	$14.1K	Hold	521	–	–	0.01%	276
2025 Q4	$14.3K	Buy	+521	New	+$14.1K	0.01%	242

Other funds holding SPBX

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

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

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

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Key Capital Management increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 25% in Q3 2026, buying an estimated $5.77K and bringing the position to 971 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #279.

Key Capital Management first reported a position in SPBX in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

Key Capital Management held 971 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $29K as of Q3 2026.
Key Capital Management bought 195 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q3 2026, an estimated $5.77K.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #279 holding.
Key Capital Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q4 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

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