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
Q2 		$99.3K Buy
+3,460
New +$98K 0.04% 180
2026
Q1 		– Sell
-4,445
Closed -$122K – 1068
2025
Q4 		$122K Buy
+4,445
New +$120K 0.05% 161

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q2 2026: 3,460 shares worth $99.3K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SPBW as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SPBW in Q4 2025 and has held it in 2 quarters since. The position peaked at $122K in Q4 2025. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Lloyd Advisory Services held 3,460 shares of AllianzIM Buffer20 Allocation ETF worth $99.3K as of Q2 2026.
  • AllianzIM Buffer20 Allocation ETF was a new Lloyd Advisory Services position in Q2 2026.
  • AllianzIM Buffer20 Allocation ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #180 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM Buffer20 Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's AllianzIM Buffer20 Allocation ETF position peaked at $122K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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