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
Q2 		$231K Sell
8,050
-841
-9% -$23.8K ﹤0.01% 2997
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services's SPBW Position: Q2 2026 in Review

MML Investors Services reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 9.5% in Q2 2026, selling an estimated $23.8K and leaving 8,050 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

MML Investors Services first reported a position in SPBW in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • MML Investors Services held 8,050 shares of AllianzIM Buffer20 Allocation ETF worth $231K as of Q2 2026.
  • MML Investors Services sold 841 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $23.8K.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2997 holding.
  • MML Investors Services first reported a position in AllianzIM Buffer20 Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • MML Investors Services's AllianzIM Buffer20 Allocation ETF position peaked at $257K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.