AE Wealth Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

AE Wealth Management’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 Q1	$240K	Buy	7,176 +1,549	+28%	+$52.7K	﹤0.01%	1512
2025 Q4	$191K	Sell	5,627 -652	-10%	-$21.8K	﹤0.01%	1529
2025 Q3	$208K	Sell	6,279 -2,020	-24%	-$65.7K	﹤0.01%	1382
2025 Q2	$265K	Buy	8,299 +1,134	+16%	+$34.8K	﹤0.01%	1165
2025 Q1	$218K	Sell	7,165 -639	-8%	-$19.8K	﹤0.01%	1240
2024 Q4	$242K	Sell	7,804 -21,050	-73%	-$646K	﹤0.01%	1190
2024 Q3	$876K	Sell	28,854 -5,815	-17%	-$174K	0.01%	727
2024 Q2	$1.03M	Sell	34,669 -1,935,711	-98%	-$56.3M	0.01%	692
2024 Q1	$57.1M	Buy	1,970,380 +1,762,120	+846%	+$50M	0.64%	27
2023 Q4	$5.84M	Buy	208,260 +186,948	+877%	+$5.03M	0.03%	548
2023 Q3	$558K	Sell	21,312 -424,923	-95%	-$11.3M	﹤0.01%	1321
2023 Q2	$11.8M	Buy	446,235 +417,353	+1,445%	+$10.7M	0.07%	339
2023 Q1	$729K	Buy	+28,882	New	+$720K	﹤0.01%	1177

Other funds holding FEBW

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's FEBW Position: Q1 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 28% in Q1 2026, buying an estimated $52.7K and bringing the position to 7,176 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

AE Wealth Management first reported a position in FEBW in Q1 2023 and has held it in 13 quarters since. The position peaked at $57.1M in Q1 2024. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

AE Wealth Management held 7,176 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $240K as of Q1 2026.
AE Wealth Management bought 1,549 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $52.7K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1512 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 13 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $57.1M in Q1 2024.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.