AFS
FEBW icon

Access Financial Services’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Access Financial Services’s Portfolio FEBW Stock Details FEBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Sell
7,190
-13,790
-66% -$483K 0.08% 103
2026
Q1 		$702K Buy
+20,980
New +$713K 0.25% 58

Other funds holding FEBW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Access Financial Services's FEBW Position: Q2 2026 in Review

Access Financial Services reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 66% in Q2 2026, selling an estimated $483K and leaving 7,190 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #103.

Access Financial Services first reported a position in FEBW in Q1 2026 and has held it in 2 quarters since. The position peaked at $702K in Q1 2026. 9 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

  • Access Financial Services held 7,190 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $256K as of Q2 2026.
  • Access Financial Services sold 13,790 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $483K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.08% of Access Financial Services's portfolio in Q2 2026, its #103 holding.
  • Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2026 and has held it in 2 quarters since.
  • Access Financial Services's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $702K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.