PFGIA
SPBX

Patriot Financial Group Insurance Agency’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-7,840
Closed -$211K – 719
2026
Q1 		$211K Sell
7,840
-1,985
-20% -$54.6K 0.01% 655
2025
Q4 		$270K Hold
9,825
– – 0.03% 412
2025
Q3 		$264K Hold
9,825
– – 0.03% 407
2025
Q2 		$254K Hold
9,825
– – 0.03% 444
2025
Q1 		$241K Buy
+9,825
New +$246K 0.03% 419

Other funds holding SPBX

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
MWM
Mosley Wealth Management Anaheim, California $314M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q2 2026, closing a stake of 7,840 shares — an estimated $211K sold.

Patriot Financial Group Insurance Agency first reported a position in SPBX in Q1 2025 and held it in 5 quarters. The position peaked at $270K in Q4 2025. 13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining AllianzIM 6 Month Buffer10 Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,840 AllianzIM 6 Month Buffer10 Allocation ETF shares in Q2 2026, an estimated $211K.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM 6 Month Buffer10 Allocation ETF in Q1 2025 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's AllianzIM 6 Month Buffer10 Allocation ETF position peaked at $270K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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