Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Creative Financial Designs’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	-900	Closed	-$30.1K	–	2283
2026 Q1	$30.1K	Hold	900	–	–	﹤0.01%	1069
2025 Q4	$30.6K	Hold	900	–	–	﹤0.01%	1035
2025 Q3	$29.8K	Hold	900	–	–	﹤0.01%	1022
2025 Q2	$28.8K	Sell	900 -600	-40%	-$18.4K	﹤0.01%	1034
2025 Q1	$45.6K	Hold	1,500	–	–	﹤0.01%	856
2024 Q4	$46.5K	Sell	1,500 -900	-38%	-$27.6K	﹤0.01%	811
2024 Q3	$72.9K	Hold	2,400	–	–	0.01%	672
2024 Q2	$71.1K	Hold	2,400	–	–	0.01%	661
2024 Q1	$69.5K	Buy	2,400 +400	+20%	+$11.4K	0.01%	644
2023 Q4	$55.7K	Hold	2,000	–	–	0.01%	662
2023 Q3	$52.3K	Hold	2,000	–	–	0.01%	625
2023 Q2	$52.9K	Hold	2,000	–	–	0.01%	622
2023 Q1	$50.5K	Buy	+2,000	New	+$49.8K	0.01%	596

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

Creative Financial Designs's FEBW Position: Q2 2026 in Review

Creative Financial Designs sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2026, closing a stake of 900 shares — an estimated $30.1K sold.

Creative Financial Designs first reported a position in FEBW in Q1 2023 and held it in 13 quarters. The position peaked at $72.9K in Q3 2024. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Creative Financial Designs reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 900 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $30.1K.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and held it in 13 quarters.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $72.9K in Q3 2024.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.