AAS
FEBW icon

Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Avantax Advisory 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
2024
Q2 		– Sell
-18,406
Closed -$533K – 2093
2024
Q1 		$533K Buy
18,406
+1,270
+7% +$36K ﹤0.01% 1002
2023
Q4 		$477K Sell
17,136
-13,555
-44% -$364K ﹤0.01% 1011
2023
Q3 		$803K Buy
+30,691
New +$814K 0.01% 761

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's FEBW Position: Q2 2024 in Review

Avantax Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2024, closing a stake of 18,406 shares — an estimated $533K sold.

Avantax Advisory Services first reported a position in FEBW in Q3 2023 and held it in 3 quarters. The position peaked at $803K in Q3 2023. 43 funds tracked by Wall St. Rank hold FEBW as of Q2 2024.

  • Avantax Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 18,406 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2024, an estimated $533K.
  • Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q3 2023 and held it in 3 quarters.
  • Avantax Advisory Services's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $803K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.