SFC
SPBW

Strategic Financial Concepts’s AllianzIM Buffer20 Allocation ETF SPBW Stock Holding History

Strategic Financial Concepts’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
Q1 		$227K Buy
+8,353
New +$230K 0.06% 263
2025
Q4 		– Sell
-8,353
Closed -$225K – 321
2025
Q3 		$225K Buy
+8,353
New +$221K 0.03% 244

Other funds holding SPBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Strategic Financial Concepts opened a new position in AllianzIM Buffer20 Allocation ETF (SPBW) in Q1 2026: 8,353 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #263 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in SPBW as recently as Q3 2025.

Strategic Financial Concepts first reported a position in SPBW in Q3 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold SPBW as of Q1 2026.

  • Strategic Financial Concepts held 8,353 shares of AllianzIM Buffer20 Allocation ETF worth $227K as of Q1 2026.
  • AllianzIM Buffer20 Allocation ETF was a new Strategic Financial Concepts position in Q1 2026.
  • AllianzIM Buffer20 Allocation ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #263 holding.
  • Strategic Financial Concepts first reported a position in AllianzIM Buffer20 Allocation ETF in Q3 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q1 2026.

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