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Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-182
Closed -$5.39K – 352
2024
Q2 		$5.39K Sell
182
-76,910
-100% -$2.24M ﹤0.01% 530
2024
Q1 		$2.23M Buy
+77,092
New +$2.19M 0.33% 67

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 $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Lakes Retirement's FEBW Position: Q3 2024 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q3 2024, closing a stake of 182 shares — an estimated $5.39K sold.

Great Lakes Retirement first reported a position in FEBW in Q1 2024 and held it in 2 quarters. The position peaked at $2.23M in Q1 2024. 38 funds tracked by Wall St. Rank hold FEBW as of Q3 2024.

  • Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 182 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2024, an estimated $5.39K.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 2 quarters.
  • Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $2.23M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.