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
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 $219M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital's SPBU Position: Q1 2026 in Review

Savant Capital increased its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 39% in Q1 2026, buying an estimated $7.92M and bringing the position to 1,005,270 shares worth $27.3M. The position accounts for 0.13% of the portfolio, ranked #96.

Savant Capital first reported a position in SPBU in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Savant Capital held 1,005,270 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $27.3M as of Q1 2026.
  • Savant Capital bought 282,013 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q1 2026, an estimated $7.92M.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.13% of Savant Capital's portfolio in Q1 2026, its #96 holding.
  • Savant Capital first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.