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Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Foundations Investment Advisors’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
Q1 		$303K Buy
+9,036
New +$307K ﹤0.01% 901

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Foundations Investment Advisors's FEBW Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2026: 9,036 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings.

50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

  • Foundations Investment Advisors held 9,036 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $303K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Feb ETF was a new Foundations Investment Advisors position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #901 holding.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.