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SPBW

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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's SPBW Position: Q1 2026 in Review

NewEdge Advisors increased its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 4.2% in Q1 2026, buying an estimated $126K and bringing the position to 114,971 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #883.

NewEdge Advisors first reported a position in SPBW in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • NewEdge Advisors held 114,971 shares of AllianzIM Buffer20 Allocation ETF worth $3.13M as of Q1 2026.
  • NewEdge Advisors bought 4,582 AllianzIM Buffer20 Allocation ETF shares in Q1 2026, an estimated $126K.
  • AllianzIM Buffer20 Allocation ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #883 holding.
  • NewEdge Advisors first reported a position in AllianzIM Buffer20 Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.