Patriot Financial Group Insurance Agency’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	$216K	Sell	7,536 -7,536	-50%	-$213K	0.02%	462
2026 Q1	$410K	Buy	15,072 +7,536	+100%	+$207K	0.02%	487
2025 Q4	$207K	Hold	7,536	–	–	0.02%	474
2025 Q3	$203K	Buy	+7,536	New	+$199K	0.03%	463

Other funds holding SPBW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its AllianzIM Buffer20 Allocation ETF (SPBW) stake by 50% in Q2 2026, selling an estimated $213K and leaving 7,536 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #462.

Patriot Financial Group Insurance Agency first reported a position in SPBW in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q1 2026. 17 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

Patriot Financial Group Insurance Agency held 7,536 shares of AllianzIM Buffer20 Allocation ETF worth $216K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 7,536 AllianzIM Buffer20 Allocation ETF shares in Q2 2026, an estimated $213K.
AllianzIM Buffer20 Allocation ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #462 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM Buffer20 Allocation ETF in Q3 2025 and has held it in 4 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM Buffer20 Allocation ETF position peaked at $410K in Q1 2026.
17 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

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