Carson Wealth (CWM LLC)
FEBW icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-32
Closed -$1K – 5165
2025
Q1 		$1K Hold
32
– – ﹤0.01% 4899
2024
Q4 		$1K Hold
32
– – ﹤0.01% 4704
2024
Q3 		$1K Hold
32
– – ﹤0.01% 4578
2024
Q2 		$1K Buy
+32
New +$931 ﹤0.01% 4379

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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FEBW Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2025, closing a stake of 32 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FEBW in Q2 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 45 funds tracked by Wall St. Rank hold FEBW as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $1K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.