Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Elevated Capital 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 Q1	–	Sell	-37,080	Closed	-$1.26M	–	854
2025 Q4	$1.26M	Buy	37,080 +885	+2%	+$29.6K	0.29%	86
2025 Q3	$1.2M	Buy	36,195 +555	+2%	+$18.1K	0.3%	84
2025 Q2	$1.08M	Hold	35,640	–	–	0.3%	84
2025 Q1	$1.08M	Sell	35,640 -1,411	-4%	-$43.7K	0.3%	84
2024 Q4	$1.15M	Sell	37,051 -4,182	-10%	-$128K	0.31%	84
2024 Q3	$1.25M	Sell	41,233 -41,066	-50%	-$1.23M	0.33%	79
2024 Q2	$2.44M	Buy	+82,299	New	+$2.39M	0.69%	39

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

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

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

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

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

Elevated Capital Advisors's FEBW Position: Q1 2026 in Review

Elevated Capital Advisors sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2026, closing a stake of 37,080 shares — an estimated $1.26M sold.

Elevated Capital Advisors first reported a position in FEBW in Q2 2024 and held it in 7 quarters. The position peaked at $2.44M in Q2 2024. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

Elevated Capital Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 37,080 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $1.26M.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2024 and held it in 7 quarters.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $2.44M in Q2 2024.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.