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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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.