MWM
SPBW

Mosley Wealth Management’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Mosley Wealth Management’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 		$378K Buy
13,159
+12,111
+1,156% +$343K 0.12% 116
2026
Q1 		$28.2K Buy
+1,048
New +$28.8K 0.01% 234

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

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

Mosley Wealth Management increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 1,156% in Q2 2026, buying an estimated $343K and bringing the position to 13,159 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #116.

Mosley Wealth Management first reported a position in SPBW in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Mosley Wealth Management held 13,159 shares of AllianzIM Buffer20 Allocation ETF worth $378K as of Q2 2026.
  • Mosley Wealth Management bought 12,111 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $343K.
  • AllianzIM Buffer20 Allocation ETF made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Mosley Wealth Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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