SMART Wealth’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

SMART Wealth’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 Q3	$203K	Buy	+6,816	New	+$202K	0.04%	224

Other funds holding SPBX

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

SMART Wealth's SPBX Position: Q3 2026 in Review

SMART Wealth opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q3 2026: 6,816 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #224 among its holdings.

13 funds tracked by Wall St. Rank hold SPBX as of Q3 2026.

SMART Wealth held 6,816 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $203K as of Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new SMART Wealth position in Q3 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up 0.04% of SMART Wealth's portfolio in Q3 2026, its #224 holding.
13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.