Lloyd Advisory Services’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Lloyd Advisory Services’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	$203K	Buy	+6,970	New	+$199K	0.08%	115
2026 Q1	–	Sell	-8,889	Closed	-$244K	–	1069
2025 Q4	$244K	Buy	+8,889	New	+$241K	0.09%	95

Other funds holding SPBX

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q2 2026: 6,970 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SPBX as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SPBX in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

Lloyd Advisory Services held 6,970 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $203K as of Q2 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new Lloyd Advisory Services position in Q2 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #115 holding.
Lloyd Advisory Services first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q4 2025 and has held it in 2 quarters since.
Lloyd Advisory Services's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $244K in Q4 2025.
27 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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