Core Wealth Advisors Inc. Grows Stock Holdings in AllianzIM Buffer15 Uncapped Allocation ETF $SPBU

Core Wealth Advisors Inc. boosted its stake in shares of AllianzIM Buffer15 Uncapped Allocation ETF (NYSEARCA:SPBU) by 24.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 184,766 shares of the company’s stock after purchasing an additional 35,990 shares during the period. AllianzIM Buffer15 Uncapped Allocation ETF comprises 1.2% of Core Wealth Advisors Inc.’s portfolio, making the stock its 16th largest holding. Core Wealth Advisors Inc. owned about 3.62% of AllianzIM Buffer15 Uncapped Allocation ETF worth $5,020,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SPBU. IFP Advisors Inc grew its position in AllianzIM Buffer15 Uncapped Allocation ETF by 980.0% in the 4th quarter. IFP Advisors Inc now owns 1,080 shares of the company’s stock worth $30,000 after purchasing an additional 980 shares during the period. Lloyd Advisory Services LLC. bought a new position in shares of AllianzIM Buffer15 Uncapped Allocation ETF during the 4th quarter valued at $37,000. Beacon Capital Management Inc. boosted its stake in shares of AllianzIM Buffer15 Uncapped Allocation ETF by 144.4% in the 4th quarter. Beacon Capital Management Inc. now owns 1,535 shares of the company’s stock worth $43,000 after buying an additional 907 shares during the last quarter. Kestra Advisory Services LLC purchased a new position in shares of AllianzIM Buffer15 Uncapped Allocation ETF in the 4th quarter worth $86,000. Finally, Envestnet Asset Management Inc. bought a new stake in shares of AllianzIM Buffer15 Uncapped Allocation ETF in the third quarter worth $255,000.

AllianzIM Buffer15 Uncapped Allocation ETF Trading Down 0.0%

AllianzIM Buffer15 Uncapped Allocation ETF stock opened at $29.86 on Wednesday. AllianzIM Buffer15 Uncapped Allocation ETF has a one year low of $26.08 and a one year high of $33.10. The stock has a fifty day moving average of $30.15 and a 200 day moving average of $28.99.

About AllianzIM Buffer15 Uncapped Allocation ETF

The AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund-of-funds that holds a laddered portfolio of 12 AllianzIM Buffer15 Uncapped ETFs. SPBU was launched on Mar 5, 2025 and is issued by Allianz.