Belpointe Asset Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Belpointe Asset 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
2025 Q1	–	Sell	-13,863	Closed	-$419K	–	950
2024 Q4	$419K	Hold	13,863	–	–	0.03%	552
2024 Q3	$421K	Hold	13,863	–	–	0.03%	549
2024 Q2	$411K	Hold	13,863	–	–	0.03%	499
2024 Q1	$401K	Hold	13,863	–	–	0.03%	493
2023 Q4	$386K	Hold	13,863	–	–	0.03%	445
2023 Q3	$363K	Hold	13,863	–	–	0.04%	418
2023 Q2	$366K	Hold	13,863	–	–	0.04%	386
2023 Q1	$350K	Buy	+13,863	New	+$345K	0.02%	689

Other funds holding FEBW

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

KAS

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

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

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

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

SWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Belpointe Asset Management's FEBW Position: Q1 2025 in Review

Belpointe Asset Management sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2025, closing a stake of 13,863 shares — an estimated $419K sold.

Belpointe Asset Management first reported a position in FEBW in Q1 2023 and held it in 8 quarters. The position peaked at $421K in Q3 2024. 44 funds tracked by Wall St. Rank hold FEBW as of Q1 2025.

Belpointe Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 13,863 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2025, an estimated $419K.
Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and held it in 8 quarters.
Belpointe Asset Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $421K in Q3 2024.
44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.