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Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-355
Closed -$11K – 839
2024
Q4 		$11K Hold
355
– – ﹤0.01% 1081
2024
Q3 		$10.8K Hold
355
– – ﹤0.01% 1058
2024
Q2 		$10.5K Buy
+355
New +$10.3K ﹤0.01% 987

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions's FEBW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2025, closing a stake of 355 shares — an estimated $11K sold.

Coppell Advisory Solutions first reported a position in FEBW in Q2 2024 and held it in 3 quarters. The position peaked at $11K in Q4 2024. 44 funds tracked by Wall St. Rank hold FEBW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 355 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2025, an estimated $11K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $11K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.