PFGIA
SPBU

Patriot Financial Group Insurance Agency’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SPBU Stock Details SPBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46M Sell
114,564
-53,024
-32% -$1.56M 0.36% 73
2026
Q1 		$4.55M Buy
167,588
+78,311
+88% +$2.2M 0.26% 110
2025
Q4 		$2.51M Buy
89,277
+402
+0.5% +$11.3K 0.3% 88
2025
Q3 		$2.46M Sell
88,875
-3,312
-4% -$88.6K 0.32% 80
2025
Q2 		$2.4M Buy
+92,187
New +$2.27M 0.28% 95

Other funds holding SPBU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPBU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 32% in Q2 2026, selling an estimated $1.56M and leaving 114,564 shares worth $3.46M. The position accounts for 0.36% of the portfolio, ranked #73.

Patriot Financial Group Insurance Agency first reported a position in SPBU in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.55M in Q1 2026. 21 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 114,564 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $3.46M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 53,024 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $1.56M.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.36% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #73 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $4.55M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.