KCM
SPBX

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
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Key Capital Management increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 49% in Q2 2026, buying an estimated $7.28K and bringing the position to 776 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #241.

Key Capital Management first reported a position in SPBX in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Key Capital Management held 776 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $22.6K as of Q2 2026.
  • Key Capital Management bought 255 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $7.28K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #241 holding.
  • Key Capital Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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