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
Q2 		$240K Hold
8,353
– – 0.07% 210
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

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

Strategic Financial Concepts's SPBW Position: Q2 2026 in Review

Strategic Financial Concepts held its AllianzIM Buffer20 Allocation ETF (SPBW) position steady in Q2 2026 at 8,353 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #210.

Strategic Financial Concepts first reported a position in SPBW in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold SPBW as of Q2 2026.

  • Strategic Financial Concepts held 8,353 shares of AllianzIM Buffer20 Allocation ETF worth $240K as of Q2 2026.
  • Strategic Financial Concepts left its AllianzIM Buffer20 Allocation ETF share count unchanged in Q2 2026.
  • AllianzIM Buffer20 Allocation ETF made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #210 holding.
  • Strategic Financial Concepts first reported a position in AllianzIM Buffer20 Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM Buffer20 Allocation ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.