Evergreen Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Evergreen Wealth 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
2026 Q2	$203K	Buy	+5,612	New	+$197K	0.01%	500

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

Evergreen Wealth Solutions's FEBW Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2026: 5,612 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings.

66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Evergreen Wealth Solutions held 5,612 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $203K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF was a new Evergreen Wealth Solutions position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #500 holding.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.