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 Q2	$33.3M	Buy	938,280 +931,104	+12,975%	+$32.6M	0.16%	130
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's FEBW Position: Q2 2026 in Review

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 12,975% in Q2 2026, buying an estimated $32.6M and bringing the position to 938,280 shares worth $33.3M. The position accounts for 0.16% of the portfolio, ranked #130.

AE Wealth Management first reported a position in FEBW in Q1 2023 and has held it in 14 quarters since. The position peaked at $57.1M in Q1 2024. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

AE Wealth Management held 938,280 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $33.3M as of Q2 2026.
AE Wealth Management bought 931,104 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $32.6M.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.16% of AE Wealth Management's portfolio in Q2 2026, its #130 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 14 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $57.1M in Q1 2024.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.