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Encompass More Asset Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Encompass More Asset Management’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
2024
Q2 		– Sell
-19,670
Closed -$570K – 114
2024
Q1 		$570K Buy
+19,670
New +$558K 0.47% 51

Other funds holding FEBW

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Encompass More Asset Management's FEBW Position: Q2 2024 in Review

Encompass More Asset Management sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2024, closing a stake of 19,670 shares — an estimated $570K sold.

Encompass More Asset Management first reported a position in FEBW in Q1 2024 and held it in 1 quarter. The position peaked at $570K in Q1 2024. 43 funds tracked by Wall St. Rank hold FEBW as of Q2 2024.

  • Encompass More Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 19,670 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2024, an estimated $570K.
  • Encompass More Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 1 quarter.
  • Encompass More Asset Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $570K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2024.

Based on Encompass More Asset Management's 13F filing for Q2 2024, filed 26 Jul 2024.