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 Q2	$118K	Sell	3,312 -105	-3%	-$3.68K	0.01%	334
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

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

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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Blue Bell Private Wealth Management's FEBW Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 3.1% in Q2 2026, selling an estimated $3.68K and leaving 3,312 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #334.

Blue Bell Private Wealth Management first reported a position in FEBW in Q1 2023 and has held it in 14 quarters since. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Blue Bell Private Wealth Management held 3,312 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $118K as of Q2 2026.
Blue Bell Private Wealth Management sold 105 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $3.68K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #334 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 14 quarters since.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.