FSR Wealth Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

FSR Wealth Management’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	$5.07M	Buy	+142,672	New	+$5M	5.78%	8

Other funds holding FEBW

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FSR Wealth Management's FEBW Position: Q2 2026 in Review

FSR Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2026: 142,672 shares worth $5.07M. The stake represents 5.78% of the portfolio and ranks #8 among its holdings.

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

FSR Wealth Management held 142,672 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $5.07M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF was a new FSR Wealth Management position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 5.78% of FSR Wealth Management's portfolio in Q2 2026, its #8 holding.
25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.