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

Concurrent Investment 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	$315K	Sell	8,874 -323	-4%	-$11.3K	﹤0.01%	1662
2026 Q1	$308K	Buy	9,197 +293	+3%	+$9.96K	﹤0.01%	1488
2025 Q4	$302K	Buy	8,904 +129	+1%	+$4.32K	﹤0.01%	1394
2025 Q3	$291K	Buy	+8,775	New	+$286K	0.01%	1171

Other funds holding FEBW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 14.86% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's FEBW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 3.5% in Q2 2026, selling an estimated $11.3K and leaving 8,874 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Concurrent Investment Advisors first reported a position in FEBW in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Concurrent Investment Advisors held 8,874 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $315K as of Q2 2026.
Concurrent Investment Advisors sold 323 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $11.3K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1662 holding.
Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q3 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.