Stephens Inc’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Stephens Inc’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 Q2	$298K	Buy	+10,221	New	+$292K	﹤0.01%	1078

Other funds holding SPBX

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

MWM

Mosley Wealth Management Anaheim, California $314M AUM

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Stephens Inc's SPBX Position: Q2 2026 in Review

Stephens Inc opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q2 2026: 10,221 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

Stephens Inc held 10,221 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $298K as of Q2 2026.
AllianzIM 6 Month Buffer10 Allocation ETF was a new Stephens Inc position in Q2 2026.
AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1078 holding.
13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.