LIWM
QBSF

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
Q2 		$316K Hold
11,700
– – 0.13% 71
2026
Q1 		$306K Buy
+11,700
New +$308K 0.14% 72

Other funds holding QBSF

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Long Island Wealth Management's QBSF Position: Q2 2026 in Review

Long Island Wealth Management held its AllianzIM U.S. Equity Buffer15 ETF (QBSF) position steady in Q2 2026 at 11,700 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #71.

Long Island Wealth Management first reported a position in QBSF in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold QBSF as of Q2 2026.

  • Long Island Wealth Management held 11,700 shares of AllianzIM U.S. Equity Buffer15 ETF worth $316K as of Q2 2026.
  • Long Island Wealth Management left its AllianzIM U.S. Equity Buffer15 ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 ETF made up 0.13% of Long Island Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Long Island Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.