LPL Financial’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

LPL Financial’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 Q3	$7.61M	Buy	+259,712	New	+$7.55M	﹤0.01%	2454

Other funds holding SPBW

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Carmel Capital Partners San Diego, California $279M AUM 2.49% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

LPL Financial's SPBW Position: Q3 2026 in Review

LPL Financial opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q3 2026: 259,712 shares worth $7.61M. The stake represents ﹤0.01% of the portfolio and ranks #2454 among its holdings.

21 funds tracked by Wall St. Rank hold SPBW as of Q3 2026.

LPL Financial held 259,712 shares of AllianzIM Buffer20 Allocation ETF worth $7.61M as of Q3 2026.
AllianzIM Buffer20 Allocation ETF was a new LPL Financial position in Q3 2026.
AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2454 holding.
21 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.