Allianzim Buffer20 Alloc (SPBW)

CUSIP: 00888H463 | NYSE | 43 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Kestra Advisory Services, LLC253,673

0.0% of portfolio$7.4M

Independent Financial Group, LLC194,068

0.1% of portfolio$5.7M

Cambridge Investment Research Advisors, Inc.171,035

0.0% of portfolio$5.0M

Evolution Wealth Management Inc.156,456

2.6% of portfolio$4.6M

Commonwealth Equity Services, LLC62,598

0.0% of portfolio$1.8M

Castle Rock Wealth Management, LLC20,083

0.1% of portfolio$593.9K

Carmel Capital Partners, LLC19,580

0.2% of portfolio$573.8K

BIP Wealth, LLC18,612

0.0% of portfolio$545.4K

BridgePort Financial Solutions, LLC16,210

0.1% of portfolio$475.0K

Mosley Wealth Management12,814

0.1% of portfolio$377.8K

Diversify Wealth Management, LLC10,850

0.0% of portfolio$319.9K

Diversify Advisory Services, LLC10,850

0.0% of portfolio$319.9K

Patriot Financial Group Insurance Agency, LLC7,536

0.0% of portfolio$220.8K

Grantvest Financial Group LLC6,833

0.1% of portfolio$200.2K

Lloyd Advisory Services, Llc.3,670

0.0% of portfolio$107.5K

IFP Advisors, Inc2,651

0.0% of portfolio$77.7K

Key Capital Management, Inc486

0.0% of portfolio$14.2K

				Style	Turnover	Location	Filed
Kestra Advisory Services, LLC	253,673	$7.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Independent Financial Group, LLC	194,068	$5.7M	0.1%	Growth	Low	San Diego, CA	2026-10-13
Cambridge Investment Research Advisors, Inc.	171,035	$5.0M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Evolution Wealth Management Inc.	156,456	$4.6M	2.6%	ETF	Medium	Fort Myers, FL	2026-10-28
Commonwealth Equity Services, LLC	62,598	$1.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Castle Rock Wealth Management, LLC	20,083	$593.9K	0.1%	Growth	Medium	Walnut Creek, CA	2026-10-09
Carmel Capital Partners, LLC	19,580	$573.8K	0.2%	Value	Medium	San Diego, CA	2026-11-03
BIP Wealth, LLC	18,612	$545.4K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
BridgePort Financial Solutions, LLC	16,210	$475.0K	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Mosley Wealth Management	12,814	$377.8K	0.1%	ETF	High	Anaheim, CA	2026-10-16
Diversify Wealth Management, LLC	10,850	$319.9K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	10,850	$319.9K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Patriot Financial Group Insurance Agency, LLC	7,536	$220.8K	0.0%	Growth	Low	Walpole, MA	2026-10-14
Grantvest Financial Group LLC	6,833	$200.2K	0.1%	ETF	Low	Matawan, NJ	2026-10-21
Lloyd Advisory Services, Llc.	3,670	$107.5K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
IFP Advisors, Inc	2,651	$77.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Key Capital Management, Inc	486	$14.2K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03