Smith, Moore & Co’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Smith, Moore & Co’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	$210K	Buy	+6,950	New	+$205K	0.01%	555

Other funds holding SPBU

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TCG

Transcendent Capital Group Edmond, Oklahoma $257M AUM 25.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smith, Moore & Co's SPBU Position: Q2 2026 in Review

Smith, Moore & Co opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q2 2026: 6,950 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings.

45 funds tracked by Wall St. Rank hold SPBU as of Q2 2026.

Smith, Moore & Co held 6,950 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $210K as of Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF was a new Smith, Moore & Co position in Q2 2026.
AllianzIM Buffer15 Uncapped Allocation ETF made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #555 holding.
45 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.