SC
SPBU

Savant Capital’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Savant Capital’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 		$36.8M Buy
1,216,249
+210,979
+21% +$6.22M 0.11% 128
2026
Q1 		$27.3M Buy
1,005,270
+282,013
+39% +$7.92M 0.13% 96
2025
Q4 		$20.4M Buy
723,257
+332,053
+85% +$9.3M 0.12% 118
2025
Q3 		$10.8M Buy
391,204
+378,302
+2,932% +$10.1M 0.07% 156
2025
Q2 		$336K Buy
+12,902
New +$318K ﹤0.01% 911

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

Savant Capital's SPBU Position: Q2 2026 in Review

Savant Capital increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 21% in Q2 2026, buying an estimated $6.22M and bringing the position to 1,216,249 shares worth $36.8M. The position accounts for 0.11% of the portfolio, ranked #128.

Savant Capital first reported a position in SPBU in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

  • Savant Capital held 1,216,249 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $36.8M as of Q2 2026.
  • Savant Capital bought 210,979 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q2 2026, an estimated $6.22M.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.11% of Savant Capital's portfolio in Q2 2026, its #128 holding.
  • Savant Capital first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.