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

Herold 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
2024
Q3 		– Sell
-9,767
Closed -$289K – 274
2024
Q2 		$289K Hold
9,767
– – 0.07% 219
2024
Q1 		$283K Buy
+9,767
New +$277K 0.07% 223

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

Herold Advisors's FEBW Position: Q3 2024 in Review

Herold Advisors sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q3 2024, closing a stake of 9,767 shares — an estimated $289K sold.

Herold Advisors first reported a position in FEBW in Q1 2024 and held it in 2 quarters. The position peaked at $289K in Q2 2024. 38 funds tracked by Wall St. Rank hold FEBW as of Q3 2024.

  • Herold Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q3 2024 after selling out during the quarter.
  • Herold Advisors sold 9,767 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2024, an estimated $289K.
  • Herold Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 2 quarters.
  • Herold Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $289K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2024.

Based on Herold Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.