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

IFP 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 Q1	$36.5K	Buy	1,090 +310	+40%	+$10.5K	﹤0.01%	2426
2025 Q4	$26.5K	Hold	780	–	–	﹤0.01%	2571
2025 Q3	$25.8K	Hold	780	–	–	﹤0.01%	2448
2025 Q2	$24.9K	Buy	780 +300	+63%	+$9.21K	﹤0.01%	2429
2025 Q1	$14.6K	Buy	+480	New	+$14.9K	﹤0.01%	2435
2024 Q4	–	Sell	-4,260	Closed	-$129K	–	4616
2024 Q3	$129K	Hold	4,260	–	–	﹤0.01%	1296
2024 Q2	$126K	Hold	4,260	–	–	0.01%	1261
2024 Q1	$123K	Buy	4,260 +71	+2%	+$2.02K	0.01%	1201
2023 Q4	$117K	Hold	4,189	–	–	0.01%	1180
2023 Q3	$110K	Sell	4,189 -3,806	-48%	-$101K	﹤0.01%	1211
2023 Q2	$211K	Hold	7,995	–	–	0.01%	990
2023 Q1	$201K	Buy	+7,995	New	+$199K	0.01%	945

Other funds holding FEBW

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFP Advisors's FEBW Position: Q1 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 40% in Q1 2026, buying an estimated $10.5K and bringing the position to 1,090 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

IFP Advisors first reported a position in FEBW in Q1 2023 and has held it in 12 quarters since. The position peaked at $211K in Q2 2023. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

IFP Advisors held 1,090 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $36.5K as of Q1 2026.
IFP Advisors bought 310 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $10.5K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2426 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 12 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $211K in Q2 2023.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.