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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-2,483
Closed -$65.6K – 1072
2023
Q2 		$65.6K Buy
+2,483
New +$63.7K 0.02% 234

Other funds holding FEBW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Impact Partnership Wealth's FEBW Position: Q3 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q3 2023, closing a stake of 2,483 shares — an estimated $65.6K sold.

Impact Partnership Wealth first reported a position in FEBW in Q2 2023 and held it in 1 quarter. The position peaked at $65.6K in Q2 2023. 26 funds tracked by Wall St. Rank hold FEBW as of Q3 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,483 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2023, an estimated $65.6K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $65.6K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.