Cetera Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Cetera Advisors’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
2024 Q1	$544K	Sell	18,775 -27,510	-59%	-$781K	﹤0.01%	1540
2023 Q4	$1.29M	Sell	46,285 -3,400	-7%	-$91.4K	0.02%	673
2023 Q3	$1.3M	Sell	49,685 -5,800	-10%	-$154K	0.02%	622
2023 Q2	$1.47M	Buy	55,485 +3,100	+6%	+$79.5K	0.02%	574
2023 Q1	$1.32M	Buy	+52,385	New	+$1.31M	0.02%	592

Other funds holding FEBW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

KAS

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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Cetera Advisors's FEBW Position: Q1 2024 in Review

Cetera Advisors reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 59% in Q1 2024, selling an estimated $781K and leaving 18,775 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Cetera Advisors first reported a position in FEBW in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2023. 48 funds tracked by Wall St. Rank hold FEBW as of Q1 2024.

Cetera Advisors held 18,775 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $544K as of Q1 2024.
Cetera Advisors sold 27,510 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2024, an estimated $781K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1540 holding.
Cetera Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 5 quarters since.
Cetera Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $1.47M in Q2 2023.
48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.