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

Clear Point 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
2026 Q1	$737K	Hold	22,009	–	–	0.57%	37
2025 Q4	$747K	Hold	22,009	–	–	0.58%	49
2025 Q3	$729K	Hold	22,009	–	–	0.57%	52
2025 Q2	$703K	Hold	22,009	–	–	0.59%	48
2025 Q1	$669K	Buy	22,009 +801	+4%	+$24.8K	0.6%	48
2024 Q4	$657K	Sell	21,208 -569	-3%	-$17.5K	0.56%	50
2024 Q3	$661K	Hold	21,777	–	–	0.51%	50
2024 Q2	$645K	Hold	21,777	–	–	0.53%	49
2024 Q1	$631K	Buy	+21,777	New	+$618K	0.52%	52

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

Clear Point Advisors's FEBW Position: Q1 2026 in Review

Clear Point Advisors held its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) position steady in Q1 2026 at 22,009 shares worth $737K. The position accounts for 0.57% of the portfolio, ranked #37.

Clear Point Advisors first reported a position in FEBW in Q1 2024 and has held it in 9 quarters since. The position peaked at $747K in Q4 2025. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

Clear Point Advisors held 22,009 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $737K as of Q1 2026.
Clear Point Advisors left its AllianzIM U.S. Equity Buffer20 Feb ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.57% of Clear Point Advisors's portfolio in Q1 2026, its #37 holding.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and has held it in 9 quarters since.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $747K in Q4 2025.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.