Focus Financial Network’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Focus Financial Network’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 Q3	$1.33M	Buy	36,486 +30	+0.1%	+$1.08K	0.04%	292
2026 Q2	$1.3M	Sell	36,456 -119	-0.3%	-$4.17K	0.04%	303
2026 Q1	$1.22M	Buy	36,575 +18,047	+97%	+$614K	0.04%	288
2025 Q4	$629K	Sell	18,528 -181	-1%	-$6.06K	0.02%	406
2025 Q3	$620K	Buy	18,709 +65	+0.3%	+$2.12K	0.02%	402
2025 Q2	$596K	Buy	18,644 +183	+1%	+$5.62K	0.02%	397
2025 Q1	$561K	Buy	18,461 +7,708	+72%	+$239K	0.02%	395
2024 Q4	$333K	Buy	10,753 +135	+1%	+$4.15K	0.01%	519
2024 Q3	$322K	Hold	10,618	–	–	0.01%	525
2024 Q2	$317K	Buy	10,618 +20	+0.2%	+$582	0.01%	513
2024 Q1	$302K	Buy	+10,598	New	+$301K	0.01%	491

Other funds holding FEBW

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Focus Financial Network's FEBW Position: Q3 2026 in Review

Focus Financial Network increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 0.08% in Q3 2026, buying an estimated $1.08K and bringing the position to 36,486 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #292.

Focus Financial Network first reported a position in FEBW in Q1 2024 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

Focus Financial Network held 36,486 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $1.33M as of Q3 2026.
Focus Financial Network bought 30 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2026, an estimated $1.08K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.04% of Focus Financial Network's portfolio in Q3 2026, its #292 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and has held it in 11 quarters since.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.