Mosley Wealth Management
SPBU icon

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
Q3 		$112K Sell
3,637
-189
-5% -$5.76K 0.03% 203
2026
Q2 		$116K Buy
+3,826
New +$113K 0.04% 184

Other funds holding SPBU

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Transcendent Capital Group
Transcendent Capital Group Edmond, Oklahoma $248M AUM 19.5% 1-Year Est. Return
Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Mosley Wealth Management's SPBU Position: Q3 2026 in Review

Mosley Wealth Management reduced its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 4.9% in Q3 2026, selling an estimated $5.76K and leaving 3,637 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #203.

Mosley Wealth Management first reported a position in SPBU in Q2 2026 and has held it in 2 quarters since. The position peaked at $116K in Q2 2026. 27 funds tracked by Wall St. Rank hold SPBU as of Q3 2026.

  • Mosley Wealth Management held 3,637 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $112K as of Q3 2026.
  • Mosley Wealth Management sold 189 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q3 2026, an estimated $5.76K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.03% of Mosley Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Mosley Wealth Management first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $116K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.