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QBQVAllianzIM Growth-100 Buffer5 ETF

DiversifierGrow my moneyNewRanked #226 of 281 in this goal

Seeks to match the share price returns of the Invesco QQQ Trust up to a specified upside Cap while providing a Buffer against the first 5% of Underlying ETF losses.

By AllianzIM · Launched 2026

Annual Cost

0.74%

#3,913 of 6,040 · average

Fund Size

$11M

#4,941 of 6,040 · small

Return (1Y)

N/A

Track Record

6 months

#5,305 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,653+6.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

Nasdaq-100 Index

Holdings

By weight

Concentration

Top 4 holdings = 99.9% of fundconcentrated

QQQ 06/30/2026 4.27 C4QQQ 260630C00004270
108.6%
QQQ 06/30/2026 577.24 P4QQQ 260630P00577240
0.6%
QQQ 06/30/2026 548.32 P4QQQ 260630P00548320
-0.3%
QQQ 06/30/2026 624.74 C4QQQ 260630C00624740
-9.0%

Asset allocation

Stocks
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to match the share price returns of the Invesco QQQ Trust up to a specified upside Cap while providing a Buffer against the first 5% of Underlying ETF losses.
Strategy
Pursues a buffered strategy to match the share price returns of the Invesco QQQ Trust, providing a Buffer against the first 5% of losses. Invests primarily in FLEX Options referencing the Underlying ETF, targeting companies with growth characteristics as defined by the Nasdaq-100 Index.
Inception date
March 31, 2026
Fund family
AllianzIM

Next steps

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Data updated on 2026-09-18