LAS
SPBU

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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Lloyd Advisory Services's SPBU Position: Q1 2026 in Review

Lloyd Advisory Services sold out of AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q1 2026, closing a stake of 1,298 shares — an estimated $36.5K sold.

Lloyd Advisory Services first reported a position in SPBU in Q4 2025 and held it in 1 quarter. The position peaked at $36.5K in Q4 2025. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Lloyd Advisory Services reported no remaining AllianzIM Buffer15 Uncapped Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,298 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $36.5K.
  • Lloyd Advisory Services first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $36.5K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.