Lloyd Advisory Services’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Lloyd Advisory Services’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	$31K	Buy	+1,025	New	+$30.2K	0.01%	277
2026 Q1	–	Sell	-1,298	Closed	-$36.5K	–	1072
2025 Q4	$36.5K	Buy	+1,298	New	+$36.3K	0.01%	266

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

Lloyd Advisory Services's SPBU Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 1,025 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SPBU as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SPBU in Q4 2025 and has held it in 2 quarters since. The position peaked at $36.5K in Q4 2025. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

Lloyd Advisory Services held 1,025 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $31K as of Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF was a new Lloyd Advisory Services position in Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #277 holding.
Lloyd Advisory Services first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and has held it in 2 quarters since.
Lloyd Advisory Services's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $36.5K in Q4 2025.
45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.