MML Investors Services
SPBW

MML Investors Services’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

MML Investors Services’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
Q1 		$242K Sell
8,891
-470
-5% -$12.9K ﹤0.01% 2703
2025
Q4 		$257K Hold
9,361
– – ﹤0.01% 2733
2025
Q3 		$252K Buy
9,361
+785
+9% +$20.8K ﹤0.01% 2634
2025
Q2 		$223K Buy
+8,576
New +$214K ﹤0.01% 2617

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MML Investors Services's SPBW Position: Q1 2026 in Review

MML Investors Services reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 5% in Q1 2026, selling an estimated $12.9K and leaving 8,891 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

MML Investors Services first reported a position in SPBW in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • MML Investors Services held 8,891 shares of AllianzIM Buffer20 Allocation ETF worth $242K as of Q1 2026.
  • MML Investors Services sold 470 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $12.9K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2703 holding.
  • MML Investors Services first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • MML Investors Services's AllianzIM Buffer20 Allocation ETF position peaked at $257K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.