NewEdge Advisors’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

NewEdge Advisors’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 Q2	$363K	Buy	+11,990	New	+$354K	﹤0.01%	2345

Other funds holding SPBU

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TCG

Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors's SPBU Position: Q2 2026 in Review

NewEdge Advisors opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 11,990 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #2345 among its holdings.

45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

NewEdge Advisors held 11,990 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $363K as of Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF was a new NewEdge Advisors position in Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2345 holding.
45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.