GIA
FEBU

Gladstone Institutional Advisory’s AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF FEBU Stock Holding History

Gladstone Institutional Advisory’s Portfolio FEBU Stock Details FEBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104,482
Closed -$2.89M – 895
2025
Q4 		$2.89M Sell
104,482
-131,455
-56% -$3.62M 0.11% 205
2025
Q3 		$6.44M Sell
235,937
-100,461
-30% -$2.65M 0.25% 94
2025
Q2 		$8.64M Sell
336,398
-21,585
-6% -$527K 0.36% 57
2025
Q1 		$8.62M Buy
+357,983
New +$8.84M 0.4% 55

Other funds holding FEBU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gladstone Institutional Advisory's FEBU Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF (FEBU) in Q1 2026, closing a stake of 104,482 shares — an estimated $2.89M sold.

Gladstone Institutional Advisory first reported a position in FEBU in Q1 2025 and held it in 4 quarters. The position peaked at $8.64M in Q2 2025. 22 funds tracked by Wall St. Rank hold FEBU as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 104,482 AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF shares in Q1 2026, an estimated $2.89M.
  • Gladstone Institutional Advisory first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF in Q1 2025 and held it in 4 quarters.
  • Gladstone Institutional Advisory's AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF position peaked at $8.64M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.