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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s AllianzIM U.S. Equity Buffer15 ETF QBSF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio QBSF Stock Details QBSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17,091
Closed -$462K – 2727
2026
Q2 		$462K Buy
17,091
+11,584
+210% +$310K 0.06% 286
2026
Q1 		$144K Buy
+5,507
New +$145K 0.02% 628

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Stonebridge Financial Group (Missouri)
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s QBSF Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of AllianzIM U.S. Equity Buffer15 ETF (QBSF) in Q3 2026, closing a stake of 17,091 shares — an estimated $462K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in QBSF in Q1 2026 and held it in 2 quarters. The position peaked at $462K in Q2 2026. 22 funds tracked by Wall St. Rank hold QBSF as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining AllianzIM U.S. Equity Buffer15 ETF position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 17,091 AllianzIM U.S. Equity Buffer15 ETF shares in Q3 2026, an estimated $462K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AllianzIM U.S. Equity Buffer15 ETF in Q1 2026 and held it in 2 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AllianzIM U.S. Equity Buffer15 ETF position peaked at $462K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.