Mosley Wealth Management
SPBX icon

Mosley Wealth Management’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Mosley Wealth Management’s Portfolio SPBX Stock Details SPBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$751K Sell
24,979
-734
-3% -$21.7K 0.22% 84
2026
Q2 		$750K Buy
25,713
+23,608
+1,122% +$674K 0.24% 73
2026
Q1 		$56.5K Buy
+2,105
New +$57.9K 0.03% 199

Other funds holding SPBX

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
BridgePort Financial Solutions
BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 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
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

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

Mosley Wealth Management reduced its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 2.9% in Q3 2026, selling an estimated $21.7K and leaving 24,979 shares worth $751K. The position accounts for 0.22% of the portfolio, ranked #84.

Mosley Wealth Management first reported a position in SPBX in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

  • Mosley Wealth Management held 24,979 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $751K as of Q3 2026.
  • Mosley Wealth Management sold 734 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q3 2026, an estimated $21.7K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.22% of Mosley Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Mosley Wealth Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

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