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 Q2	$200K	Sell	5,635 -1,440	-20%	-$50.5K	0.01%	353
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Gallagher Fiduciary Advisors's FEBW Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 20% in Q2 2026, selling an estimated $50.5K and leaving 5,635 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #353.

Gallagher Fiduciary Advisors first reported a position in FEBW in Q1 2024 and has held it in 10 quarters since. The position peaked at $240K in Q4 2025. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Gallagher Fiduciary Advisors held 5,635 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $200K as of Q2 2026.
Gallagher Fiduciary Advisors sold 1,440 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $50.5K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #353 holding.
Gallagher Fiduciary Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and has held it in 10 quarters since.
Gallagher Fiduciary Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $240K in Q4 2025.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

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