NewEdge Advisors’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

NewEdge Advisors’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	$10M	Buy	+336,608	New	+$10M	0.03%	500

Other funds holding SPBX

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors's SPBX Position: Q3 2026 in Review

NewEdge Advisors opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q3 2026: 336,608 shares worth $10M. The stake represents 0.03% of the portfolio and ranks #500 among its holdings.

29 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

NewEdge Advisors held 336,608 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $10M as of Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new NewEdge Advisors position in Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.03% of NewEdge Advisors's portfolio in Q3 2026, its #500 holding.
29 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.