Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Blue Bell Private Wealth 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
2026 Q1	$114K	Buy	3,417 +700	+26%	+$23.8K	0.02%	326
2025 Q4	$92.3K	Hold	2,717	–	–	0.01%	339
2025 Q3	$90K	Hold	2,717	–	–	0.01%	329
2025 Q2	$86.8K	Hold	2,717	–	–	0.01%	323
2025 Q1	$82.6K	Hold	2,717	–	–	0.02%	314
2024 Q4	$84.2K	Sell	2,717 -177	-6%	-$5.44K	0.02%	296
2024 Q3	$87.9K	Hold	2,894	–	–	0.02%	292
2024 Q2	$85.8K	Hold	2,894	–	–	0.02%	291
2024 Q1	$83.8K	Hold	2,894	–	–	0.02%	282
2023 Q4	$80.6K	Sell	2,894 -65	-2%	-$1.75K	0.02%	258
2023 Q3	$77.4K	Hold	2,959	–	–	0.02%	221
2023 Q2	$78.2K	Hold	2,959	–	–	0.02%	216
2023 Q1	$74.7K	Buy	+2,959	New	+$73.7K	0.02%	202

Other funds holding FEBW

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 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

MWM

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

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

Blue Bell Private Wealth Management's FEBW Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 26% in Q1 2026, buying an estimated $23.8K and bringing the position to 3,417 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #326.

Blue Bell Private Wealth Management first reported a position in FEBW in Q1 2023 and has held it in 13 quarters since. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

Blue Bell Private Wealth Management held 3,417 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $114K as of Q1 2026.
Blue Bell Private Wealth Management bought 700 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $23.8K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #326 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 13 quarters since.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.