AllianzIM Buffer20 Allocation ETF (SPBW)
ARCA ARCA Primary Summary
SPBW Chart
AllianzIM Buffer20 Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,964 | $122,164.04 | $143,211.4 | $21,047.36 | 17.23% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 372,080 | $9.16M | $10.73M | $1.58M | 17.23% |
 Courtney Holt Compound Planning, Inc. | 20,929 | $573,911.23 | $604,638.81 | $30,727.58 | 5.35% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 125,237 | $3.41M | $3.61M | $204,612.63 | 6% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,048 | $28,181 | $30,255.76 | $2,074.76 | 7.36% |
AllianzIM Buffer20 Allocation ETF (SPBW) FAQ
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AllianzIM Buffer20 Allocation ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed to achieve capital appreciation while simultaneously managing and mitigating downside risks. Its primary goal is to enhance the value of the investment while safeguarding it against significant losses due to market volatility or adverse economic conditions. The investment strategy involves a careful selection of assets aimed at generating returns while employing various risk management techniques to preserve capital.
Products and Services
- Equity Investments
The fund focuses on acquiring shares of companies with strong growth potential. By investing in a diversified portfolio of equity securities, the fund aims to capitalize on market opportunities while spreading the risk across various sectors.
- Fixed Income Securities
This product includes investments in bonds and other fixed income assets designed to generate stable income with lower risk. Fixed income securities typically provide a cushion against market downturns, contributing to the fund's overall stability and minimizing downside exposure.
- Alternative Investments
The fund allocates a portion of its portfolio to alternative assets such as real estate, private equity, and hedge funds. These investments can offer unique opportunities for return enhancement and further diversification, potentially reducing correlation with traditional equity and fixed income markets.
- Risk Management Strategies
Implemented across the fund’s investments, risk management strategies involve techniques such as hedging and diversification to protect against adverse market movements. This proactive approach helps preserve capital and reduces the likelihood of significant losses.
- Consultative Services
In addition to managing the fund's investments, the firm offers consultative services to clients, sharing insights into market trends, investment strategies, and tailored advice based on individual risk tolerance and financial goals. This advisory service enhances the overall investment experience and aligns client expectations with fund performance.
