Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.68M	Sell	83,734 -7,376	-8%	-$227K	0.06%	345
2025 Q1	$2.77M	Buy	91,110 +24,511	+37%	+$759K	0.03%	519
2024 Q4	$2.06M	Sell	66,599 -3,414	-5%	-$105K	0.02%	629
2024 Q3	$2.13M	Sell	70,013 -23,285	-25%	-$697K	0.02%	613
2024 Q2	$2.76M	Sell	93,298 -46,444	-33%	-$1.35M	0.03%	521
2024 Q1	$4.05M	Buy	139,742 +54,751	+64%	+$1.55M	0.05%	398
2023 Q4	$2.37M	Sell	84,991 -6,574	-7%	-$177K	0.03%	554
2023 Q3	$2.4M	Sell	91,565 -405	-0.4%	-$10.7K	0.03%	502
2023 Q2	$2.43M	Sell	91,970 -16,847	-15%	-$432K	0.03%	506
2023 Q1	$2.75M	Buy	+108,817	New	+$2.71M	0.04%	436

Other funds holding FEBW

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

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

KAS

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

AAM

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

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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

MWM

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

SWM

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Atria Wealth Solutions's FEBW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 8.1% in Q2 2025, selling an estimated $227K and leaving 83,734 shares worth $2.68M. The position accounts for 0.06% of the portfolio, ranked #345.

Atria Wealth Solutions first reported a position in FEBW in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.05M in Q1 2024. 45 funds tracked by Wall St. Rank hold FEBW as of Q2 2025.

Atria Wealth Solutions held 83,734 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $2.68M as of Q2 2025.
Atria Wealth Solutions sold 7,376 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2025, an estimated $227K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #345 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $4.05M in Q1 2024.
45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.