Long Island Wealth Management’s AllianzIM U.S. Equity Buffer15 ETF QBSF Stock Holding History

Long Island Wealth Management’s Portfolio QBSF Stock Details QBSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Buy	+11,700	New	+$308K	0.14%	72

Other funds holding QBSF

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Long Island Wealth Management's QBSF Position: Q1 2026 in Review

Long Island Wealth Management opened a new position in AllianzIM U.S. Equity Buffer15 ETF (QBSF) in Q1 2026: 11,700 shares worth $306K. The stake represents 0.14% of the portfolio and ranks #72 among its holdings.

11 funds tracked by Wall St. Rank hold QBSF as of Q1 2026.

Long Island Wealth Management held 11,700 shares of AllianzIM U.S. Equity Buffer15 ETF worth $306K as of Q1 2026.
AllianzIM U.S. Equity Buffer15 ETF was a new Long Island Wealth Management position in Q1 2026.
AllianzIM U.S. Equity Buffer15 ETF made up 0.14% of Long Island Wealth Management's portfolio in Q1 2026, its #72 holding.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.