Foundations Investment Advisors
FEBW icon

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
Q2 		$293K Sell
8,230
-806
-9% -$28.2K ﹤0.01% 978
2026
Q1 		$303K Buy
+9,036
New +$307K ﹤0.01% 901

Other funds holding FEBW

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
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

Foundations Investment Advisors's FEBW Position: Q2 2026 in Review

Foundations Investment Advisors reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 8.9% in Q2 2026, selling an estimated $28.2K and leaving 8,230 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Foundations Investment Advisors first reported a position in FEBW in Q1 2026 and has held it in 2 quarters since. The position peaked at $303K in Q1 2026. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

  • Foundations Investment Advisors held 8,230 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $293K as of Q2 2026.
  • Foundations Investment Advisors sold 806 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $28.2K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #978 holding.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2026 and has held it in 2 quarters since.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $303K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.