MFS
SPBU

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

Madrona Financial Services’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 		$959K Hold
31,712
– – 0.18% 54
2026
Q1 		$862K Buy
31,712
+15,607
+97% +$438K 0.19% 51
2025
Q4 		$453K Buy
+16,105
New +$451K 0.1% 74

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

Madrona Financial Services's SPBU Position: Q2 2026 in Review

Madrona Financial Services held its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) position steady in Q2 2026 at 31,712 shares worth $959K. The position accounts for 0.18% of the portfolio, ranked #54.

Madrona Financial Services first reported a position in SPBU in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Madrona Financial Services held 31,712 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $959K as of Q2 2026.
  • Madrona Financial Services left its AllianzIM Buffer15 Uncapped Allocation ETF share count unchanged in Q2 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.18% of Madrona Financial Services's portfolio in Q2 2026, its #54 holding.
  • Madrona Financial Services first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.