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

Envestnet 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
2026 Q2	$1.03M	Sell	28,856 -8,967	-24%	-$314K	﹤0.01%	3619
2026 Q1	$1.27M	Sell	37,823 -2,271	-6%	-$77.2K	﹤0.01%	3320
2025 Q4	$1.36M	Sell	40,094 -1,048	-3%	-$35.1K	﹤0.01%	3095
2025 Q3	$1.36M	Sell	41,142 -264	-0.6%	-$8.59K	﹤0.01%	3150
2025 Q2	$1.32M	Sell	41,406 -38,167	-48%	-$1.17M	﹤0.01%	3096
2025 Q1	$2.42M	Buy	79,573 +49,158	+162%	+$1.52M	﹤0.01%	2598
2024 Q4	$942K	Sell	30,415 -8,161	-21%	-$251K	﹤0.01%	3212
2024 Q3	$1.17M	Sell	38,576 -217	-0.6%	-$6.5K	﹤0.01%	3021
2024 Q2	$1.15M	Sell	38,793 -111	-0.3%	-$3.23K	﹤0.01%	2941
2024 Q1	$1.13M	Buy	38,904 +28,373	+269%	+$805K	﹤0.01%	2954
2023 Q4	$293K	Sell	10,531 -20	-0.2%	-$538	﹤0.01%	3634
2023 Q3	$276K	Sell	10,551 -25,816	-71%	-$685K	﹤0.01%	3568
2023 Q2	$961K	Sell	36,367 -65	-0.2%	-$1.67K	﹤0.01%	2776
2023 Q1	$919K	Buy	+36,432	New	+$908K	﹤0.01%	2732

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

Envestnet Asset Management's FEBW Position: Q2 2026 in Review

Envestnet Asset Management reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 24% in Q2 2026, selling an estimated $314K and leaving 28,856 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3619.

Envestnet Asset Management first reported a position in FEBW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.42M in Q1 2025. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Envestnet Asset Management held 28,856 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $1.03M as of Q2 2026.
Envestnet Asset Management sold 8,967 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $314K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3619 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 14 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $2.42M in Q1 2025.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.