SPBW

Allianzim Buffer20 Alloc

Latest period2026 - Q1Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 28 superinvestors own shares of Allianzim Buffer20 Alloc (SPBW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Allianzim Buffer20 Alloc (SPBW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Allianzim Buffer20 Alloc (SPBW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Allianzim Buffer20 Alloc (SPBW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Increased 18.17%
0.07%
$12.148M
446,281 shares@ 27.23 avg price
Michael Sieburg / Stephan Balthasar@Allianz Se
Recent Activity
Decreased -17.79%
0.09%
$7.542M
277,080 shares@ 27.23 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 14.46%
0.02%
$4.894M
179,794 shares@ 27.23 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
New Position
0.11%
$4.474M
164,342 shares@ 27.23 avg price
KURT TRAULSEN@Evolution Wealth Management Inc.
Recent Activity
New Position
2.5%
$3.409M
125,237 shares@ 27.23 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Increased 118.03%
0.01%
$3.395M
124,727 shares@ 27.22 avg price
Will Brand@Newedge Advisors, Llc
Recent Activity
Increased 4.16%
0.01%
$114.971M
114,971 shares@ 1000.0 avg price
Douglas Dennis@Huntington National Bank
Recent Activity
Increased 4.68%
0.02%
$2.195M
80,642 shares@ 27.23 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 26.43%
0.01%
$1.279M
46,985 shares@ 27.23 avg price
Patrick Nichols@Old Mission Capital Llc
Recent Activity
New Position
0.02%
$972,749
35,735 shares@ 27.23 avg price

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