Vima LLC
SPBU icon

Vima LLC’s AllianzIM Buffer15 Uncapped Allocation ETF SPBU Stock Holding History

Vima LLC’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
Q3 		$1.73M Sell
56,676
-8,488
-13% -$259K 1.77% 12
2026
Q2 		$1.97M Buy
+65,164
New +$1.92M 1.92% 13

Other funds holding SPBU

Transcendent Capital Group
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Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Vima LLC's SPBU Position: Q3 2026 in Review

Vima LLC reduced its AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) stake by 13% in Q3 2026, selling an estimated $259K and leaving 56,676 shares worth $1.73M. The position accounts for 1.77% of the portfolio, ranked #12.

Vima LLC first reported a position in SPBU in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.97M in Q2 2026. 15 funds tracked by Wall St. Rank hold SPBU as of Q3 2026.

  • Vima LLC held 56,676 shares of AllianzIM Buffer15 Uncapped Allocation ETF worth $1.73M as of Q3 2026.
  • Vima LLC sold 8,488 AllianzIM Buffer15 Uncapped Allocation ETF shares in Q3 2026, an estimated $259K.
  • AllianzIM Buffer15 Uncapped Allocation ETF made up 1.77% of Vima LLC's portfolio in Q3 2026, its #12 holding.
  • Vima LLC first reported a position in AllianzIM Buffer15 Uncapped Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • Vima LLC's AllianzIM Buffer15 Uncapped Allocation ETF position peaked at $1.97M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held AllianzIM Buffer15 Uncapped Allocation ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.