Osaic Holdings
SPBX

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
Q2 		$1.21M Buy
41,577
+19,162
+85% +$547K ﹤0.01% 2804
2026
Q1 		$605K Buy
+22,415
New +$617K ﹤0.01% 3170

Other funds holding SPBX

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings's SPBX Position: Q2 2026 in Review

Osaic Holdings increased its AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) stake by 85% in Q2 2026, buying an estimated $547K and bringing the position to 41,577 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Osaic Holdings first reported a position in SPBX in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Osaic Holdings held 41,577 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $1.21M as of Q2 2026.
  • Osaic Holdings bought 19,162 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $547K.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2804 holding.
  • Osaic Holdings first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.