LPL Financial
SPBU

LPL Financial’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

LPL Financial’s Portfolio SPBU Stock Details SPBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Hold
12,561
– – ﹤0.01% 5272
2026
Q1 		$341K Hold
12,561
– – ﹤0.01% 5100
2025
Q4 		$354K Buy
12,561
+4,161
+50% +$117K ﹤0.01% 5022
2025
Q3 		$233K Buy
+8,400
New +$225K ﹤0.01% 5239

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's SPBU Position: Q2 2026 in Review

LPL Financial held its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) position steady in Q2 2026 at 12,561 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #5272.

LPL Financial first reported a position in SPBU in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • LPL Financial held 12,561 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $380K as of Q2 2026.
  • LPL Financial left its AllianzIM Buffer15 Uncapped Allocation ETF share count unchanged in Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5272 holding.
  • LPL Financial first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.