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

GeoWealth 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
2024
Q2 		– Sell
-10,801
Closed -$313K – 880
2024
Q1 		$313K Buy
+10,801
New +$307K 0.01% 564

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's FEBW Position: Q2 2024 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2024, closing a stake of 10,801 shares — an estimated $313K sold.

GeoWealth Management first reported a position in FEBW in Q1 2024 and held it in 1 quarter. The position peaked at $313K in Q1 2024. 43 funds tracked by Wall St. Rank hold FEBW as of Q2 2024.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 10,801 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2024, an estimated $313K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $313K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.