SFC
SPBX

Strategic Financial Concepts’s AllianzIM 6 Month Buffer10 Allocation ETF SPBX Stock Holding History

Strategic Financial Concepts’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
Q2 		$213K Buy
+7,301
New +$209K 0.06% 223

Other funds holding SPBX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Strategic Financial Concepts opened a new position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) in Q2 2026: 7,301 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #223 among its holdings.

13 funds tracked by Wall St. Rank hold SPBX as of Q2 2026.

  • Strategic Financial Concepts held 7,301 shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $213K as of Q2 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF was a new Strategic Financial Concepts position in Q2 2026.
  • AllianzIM 6 Month Buffer10 Allocation ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q2 2026, its #223 holding.
  • 13 funds tracked by Wall St. Rank held AllianzIM 6 Month Buffer10 Allocation ETF as of Q2 2026.

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