SFC
SPBU

Strategic Financial Concepts’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Strategic Financial Concepts’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 		$571K Buy
+21,003
New +$590K 0.14% 148
2025
Q4 		– Sell
-17,507
Closed -$568K – 322
2025
Q3 		$568K Buy
+17,507
New +$468K 0.08% 126

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

Strategic Financial Concepts's SPBU Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) in Q1 2026: 21,003 shares worth $571K. The stake represents 0.14% of the portfolio and ranks #148 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in SPBU as recently as Q3 2025.

Strategic Financial Concepts first reported a position in SPBU in Q3 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SPBU as of Q1 2026.

  • Strategic Financial Concepts held 21,003 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $571K as of Q1 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF was a new Strategic Financial Concepts position in Q1 2026.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q1 2026, its #148 holding.
  • Strategic Financial Concepts first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q3 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.