First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

First Heartland Consultants’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	$768K	Hold	21,597	–	–	0.05%	254
2026 Q1	$723K	Buy	21,597 +145	+0.7%	+$4.93K	0.06%	234
2025 Q4	$729K	Sell	21,452 -244	-1%	-$8.16K	0.06%	224
2025 Q3	$719K	Buy	+21,696	New	+$706K	0.06%	217
2025 Q2	–	Sell	-21,696	Closed	-$659K	–	512
2025 Q1	$659K	Buy	+21,696	New	+$671K	0.07%	196

Other funds holding FEBW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 14.86% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Heartland Consultants's FEBW Position: Q2 2026 in Review

First Heartland Consultants held its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) position steady in Q2 2026 at 21,597 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #254.

First Heartland Consultants first reported a position in FEBW in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

First Heartland Consultants held 21,597 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $768K as of Q2 2026.
First Heartland Consultants left its AllianzIM U.S. Equity Buffer20 Feb ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #254 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.