MWM
SPBX

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
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Mosley Wealth Management increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 1,122% in Q2 2026, buying an estimated $674K and bringing the position to 25,713 shares worth $750K. The position accounts for 0.24% of the portfolio, ranked #73.

Mosley Wealth Management first reported a position in SPBX in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Mosley Wealth Management held 25,713 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $750K as of Q2 2026.
  • Mosley Wealth Management bought 23,608 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $674K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.24% of Mosley Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Mosley Wealth Management first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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