Osaic Holdings’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Osaic Holdings’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 Q1	$605K	Buy	+22,415	New	+$617K	﹤0.01%	3170

Other funds holding SPBX

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $353M AUM 18.02% 1-Year Est. Return

Osaic Holdings's SPBX Position: Q1 2026 in Review

Osaic Holdings opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q1 2026: 22,415 shares worth $605K. The stake represents ﹤0.01% of the portfolio and ranks #3170 among its holdings.

21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

Osaic Holdings held 22,415 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $605K as of Q1 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new Osaic Holdings position in Q1 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3170 holding.
21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.