SPIA
SPBX

Steward Partners Investment Advisory’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$60.4K Buy
+2,239
New +$61.6K ﹤0.01% 2684

Other funds holding SPBX

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q1 2026: 2,239 shares worth $60.4K. The stake represents ﹤0.01% of the portfolio and ranks #2684 among its holdings.

21 funds tracked by Wall St. Rank hold SPBX as of Q1 2026.

  • Steward Partners Investment Advisory held 2,239 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $60.4K as of Q1 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2684 holding.
  • 21 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q1 2026.

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