FSR Wealth Management
FEBW icon

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
Q3 		$5.46M Buy
150,133
+7,461
+5% +$269K 5.87% 6
2026
Q2 		$5.07M Buy
+142,672
New +$5M 5.78% 8

Other funds holding FEBW

PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

FSR Wealth Management's FEBW Position: Q3 2026 in Review

FSR Wealth Management increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 5.2% in Q3 2026, buying an estimated $269K and bringing the position to 150,133 shares worth $5.46M. The position accounts for 5.87% of the portfolio, ranked #6.

FSR Wealth Management first reported a position in FEBW in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

  • FSR Wealth Management held 150,133 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $5.46M as of Q3 2026.
  • FSR Wealth Management bought 7,461 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2026, an estimated $269K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 5.87% of FSR Wealth Management's portfolio in Q3 2026, its #6 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on FSR Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.