LPL Financial
SPBX

LPL Financial’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

LPL Financial’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 		$696K Buy
23,858
+4,175
+21% +$119K ﹤0.01% 4750
2026
Q1 		$531K Buy
19,683
+290
+1% +$7.98K ﹤0.01% 4708
2025
Q4 		$533K Sell
19,393
-2,656
-12% -$72K ﹤0.01% 4645
2025
Q3 		$592K Buy
+22,049
New +$582K ﹤0.01% 4485

Other funds holding SPBX

A
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's SPBX Position: Q2 2026 in Review

LPL Financial increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 21% in Q2 2026, buying an estimated $119K and bringing the position to 23,858 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #4750.

LPL Financial first reported a position in SPBX in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • LPL Financial held 23,858 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $696K as of Q2 2026.
  • LPL Financial bought 4,175 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $119K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4750 holding.
  • LPL Financial first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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