Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Independent Financial Group’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 Q3	$536K	Sell	14,759 -3,720	-20%	-$134K	0.01%	976
2026 Q2	$657K	Hold	18,479	–	–	0.01%	864
2026 Q1	$619K	Buy	18,479 +188	+1%	+$6.39K	0.01%	818
2025 Q4	$621K	Buy	18,291 +840	+5%	+$28.1K	0.01%	791
2025 Q3	$578K	Hold	17,451	–	–	0.01%	782
2025 Q2	$558K	Sell	17,451 -2,349	-12%	-$72.1K	0.02%	730
2025 Q1	$602K	Buy	19,800 +1,239	+7%	+$38.3K	0.02%	644
2024 Q4	$575K	Buy	18,561 +4,000	+27%	+$123K	0.02%	649
2024 Q3	$442K	Sell	14,561 -2,421	-14%	-$72.5K	0.02%	704
2024 Q2	$503K	Hold	16,982	–	–	0.02%	605
2024 Q1	$492K	Buy	16,982 +2,187	+15%	+$62.1K	0.02%	591
2023 Q4	$412K	Sell	14,795 -35,975	-71%	-$967K	0.02%	614
2023 Q3	$1.33M	Sell	50,770 -20,000	-28%	-$531K	0.09%	255
2023 Q2	$1.87M	Sell	70,770 -3,960	-5%	-$102K	0.13%	176
2023 Q1	$1.89M	Buy	+74,730	New	+$1.86M	0.15%	152

Other funds holding FEBW

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's FEBW Position: Q3 2026 in Review

Independent Financial Group reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 20% in Q3 2026, selling an estimated $134K and leaving 14,759 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #976.

Independent Financial Group first reported a position in FEBW in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.89M in Q1 2023. 7 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

Independent Financial Group held 14,759 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $536K as of Q3 2026.
Independent Financial Group sold 3,720 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2026, an estimated $134K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #976 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and has held it in 15 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $1.89M in Q1 2023.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.