Mosley Wealth Management
SPBW icon

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
Q3 		$378K Sell
12,814
-345
-3% -$10K 0.11% 124
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Mosley Wealth Management reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 2.6% in Q3 2026, selling an estimated $10K and leaving 12,814 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #124.

Mosley Wealth Management first reported a position in SPBW in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold SPBW as of Q3 2026.

  • Mosley Wealth Management held 12,814 shares of AllianzIM Buffer20 Allocation ETF worth $378K as of Q3 2026.
  • Mosley Wealth Management sold 345 AllianzIM Buffer20 Allocation ETF shares in Q3 2026, an estimated $10K.
  • AllianzIM Buffer20 Allocation ETF made up 0.11% of Mosley Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Mosley Wealth Management first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q3 2026.

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