Gallagher Fiduciary Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Gallagher Fiduciary 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	$237K	Hold	7,075	–	–	0.01%	298
2025 Q4	$240K	Hold	7,075	–	–	0.01%	294
2025 Q3	$234K	Hold	7,075	–	–	0.01%	276
2025 Q2	$226K	Hold	7,075	–	–	0.01%	289
2025 Q1	$215K	Hold	7,075	–	–	0.01%	279
2024 Q4	$219K	Hold	7,075	–	–	0.04%	270
2024 Q3	$215K	Hold	7,075	–	–	0.04%	248
2024 Q2	$210K	Hold	7,075	–	–	0.05%	228
2024 Q1	$205K	Buy	+7,075	New	+$201K	0.01%	187

Other funds holding FEBW

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gallagher Fiduciary Advisors's FEBW Position: Q1 2026 in Review

Gallagher Fiduciary Advisors held its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) position steady in Q1 2026 at 7,075 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #298.

Gallagher Fiduciary Advisors first reported a position in FEBW in Q1 2024 and has held it in 9 quarters since. The position peaked at $240K in Q4 2025. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

Gallagher Fiduciary Advisors held 7,075 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $237K as of Q1 2026.
Gallagher Fiduciary Advisors left its AllianzIM U.S. Equity Buffer20 Feb ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #298 holding.
Gallagher Fiduciary Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and has held it in 9 quarters since.
Gallagher Fiduciary Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $240K in Q4 2025.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.