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
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 $9.02B AUM 28.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

LPL Financial's SPBX Position: Q1 2026 in Review

LPL Financial increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 1.5% in Q1 2026, buying an estimated $7.98K and bringing the position to 19,683 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #4708.

LPL Financial first reported a position in SPBX in Q3 2025 and has held it in 3 quarters since. The position peaked at $592K in Q3 2025. 21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

  • LPL Financial held 19,683 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $531K as of Q1 2026.
  • LPL Financial bought 290 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q1 2026, an estimated $7.98K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4708 holding.
  • LPL Financial first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $592K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.