SPIA
SPBW

Steward Partners Investment Advisory’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPBW Stock Details SPBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Buy
+732
New +$20.7K ﹤0.01% 3393

Other funds holding SPBW

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's SPBW Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q2 2026: 732 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #3393 among its holdings.

26 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Steward Partners Investment Advisory held 732 shares of AllianzIM Buffer20 Allocation ETF worth $21K as of Q2 2026.
  • AllianzIM Buffer20 Allocation ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • AllianzIM Buffer20 Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3393 holding.
  • 26 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.