SPIA
SPBU

Steward Partners Investment Advisory’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Steward Partners Investment Advisory’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 		$9.75K Buy
+359
New +$10.1K ﹤0.01% 3574

Other funds holding SPBU

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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

Steward Partners Investment Advisory's SPBU Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q1 2026: 359 shares worth $9.75K. The stake represents ﹤0.01% of the portfolio and ranks #3574 among its holdings.

37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Steward Partners Investment Advisory held 359 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $9.75K as of Q1 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3574 holding.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.