NewEdge Advisors’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

NewEdge Advisors’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	$3.7M	Buy	129,064 +14,093	+12%	+$399K	0.01%	897
2026 Q1	$3.13M	Buy	114,971 +4,582	+4%	+$126K	0.01%	883
2025 Q4	$3.03M	Buy	110,389 +31,313	+40%	+$848K	0.01%	868
2025 Q3	$2.13M	Buy	79,076 +6,568	+9%	+$174K	0.01%	986
2025 Q2	$1.89M	Buy	72,508 +737	+1%	+$18.4K	0.01%	966
2025 Q1	$1.77M	Buy	+71,771	New	+$1.8M	0.01%	913

Other funds holding SPBW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

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

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

NewEdge Advisors's SPBW Position: Q2 2026 in Review

NewEdge Advisors increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 12% in Q2 2026, buying an estimated $399K and bringing the position to 129,064 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #897.

NewEdge Advisors first reported a position in SPBW in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

NewEdge Advisors held 129,064 shares of AllianzIM Buffer20 Allocation ETF worth $3.7M as of Q2 2026.
NewEdge Advisors bought 14,093 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $399K.
AllianzIM Buffer20 Allocation ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #897 holding.
NewEdge Advisors first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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