LAS
SPBW

Lloyd Advisory Services’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-4,445
Closed -$122K – 1068
2025
Q4 		$122K Buy
+4,445
New +$120K 0.05% 161

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Lloyd Advisory Services sold out of AllianzIM Buffer20 Allocation ETF (SPBW) in Q1 2026, closing a stake of 4,445 shares — an estimated $122K sold.

Lloyd Advisory Services first reported a position in SPBW in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Lloyd Advisory Services reported no remaining AllianzIM Buffer20 Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,445 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $122K.
  • Lloyd Advisory Services first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's AllianzIM Buffer20 Allocation ETF position peaked at $122K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

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