SFG
SPBU

SageGuard Financial Group’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

SageGuard Financial Group’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 		$964K Buy
31,863
+10,152
+47% +$299K 0.14% 102
2026
Q1 		$590K Buy
+21,711
New +$610K 0.09% 113

Other funds holding SPBU

TCG
Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return
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 22.96% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SageGuard Financial Group's SPBU Position: Q2 2026 in Review

SageGuard Financial Group increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 47% in Q2 2026, buying an estimated $299K and bringing the position to 31,863 shares worth $964K. The position accounts for 0.14% of the portfolio, ranked #102.

SageGuard Financial Group first reported a position in SPBU in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • SageGuard Financial Group held 31,863 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $964K as of Q2 2026.
  • SageGuard Financial Group bought 10,152 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $299K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.14% of SageGuard Financial Group's portfolio in Q2 2026, its #102 holding.
  • SageGuard Financial Group first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.