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 Q2	–	Sell	-22,009	Closed	-$737K	–	102
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

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

Clear Point Advisors's FEBW Position: Q2 2026 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2026, closing a stake of 22,009 shares — an estimated $737K sold.

Clear Point Advisors first reported a position in FEBW in Q1 2024 and held it in 9 quarters. The position peaked at $747K in Q4 2025. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 22,009 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $737K.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 9 quarters.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $747K in Q4 2025.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.