Consolidated Portfolio Review Corp’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-10,573	Closed	-$350K	–	159
2025 Q3	$350K	Hold	10,573	–	–	0.04%	336
2025 Q2	$338K	Buy	10,573 +2,280	+27%	+$70K	0.05%	327
2025 Q1	$252K	Buy	+8,293	New	+$257K	0.04%	323
2024 Q4	–	Sell	-8,928	Closed	-$271K	–	379
2024 Q3	$271K	Buy	+8,928	New	+$267K	0.06%	262

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

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

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Consolidated Portfolio Review Corp's FEBW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q4 2025, closing a stake of 10,573 shares — an estimated $350K sold.

Consolidated Portfolio Review Corp first reported a position in FEBW in Q3 2024 and held it in 4 quarters. The position peaked at $350K in Q3 2025. 47 funds tracked by Wall St. Rank hold FEBW as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 10,573 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q4 2025, an estimated $350K.
Consolidated Portfolio Review Corp first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q3 2024 and held it in 4 quarters.
Consolidated Portfolio Review Corp's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $350K in Q3 2025.
47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.