Avidian Wealth Enterprises’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Avidian Wealth Enterprises’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 Q3	$207K	Hold	5,707	–	–	0.01%	714
2026 Q2	$203K	Buy	+5,707	New	+$200K	0.01%	704

Other funds holding FEBW

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's FEBW Position: Q3 2026 in Review

Avidian Wealth Enterprises held its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) position steady in Q3 2026 at 5,707 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #714.

Avidian Wealth Enterprises first reported a position in FEBW in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

Avidian Wealth Enterprises held 5,707 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $207K as of Q3 2026.
Avidian Wealth Enterprises left its AllianzIM U.S. Equity Buffer20 Feb ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #714 holding.
Avidian Wealth Enterprises first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.