Mosley Wealth Management’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Mosley Wealth Management’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	$116K	Buy	+3,826	New	+$113K	0.04%	184

Other funds holding SPBU

TCG

Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mosley Wealth Management's SPBU Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 3,826 shares worth $116K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings.

30 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

Mosley Wealth Management held 3,826 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $116K as of Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF was a new Mosley Wealth Management position in Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #184 holding.
30 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.