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Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Jim Saulnier & Associates’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 		$1.17M Sell
34,983
-1,066
-3% -$36.2K 0.57% 44
2025
Q4 		$1.22M Hold
36,049
– – 0.63% 39
2025
Q3 		$1.19M Hold
36,049
– – 0.67% 36
2025
Q2 		$1.15M Hold
36,049
– – 0.79% 33
2025
Q1 		$1.1M Buy
+36,049
New +$1.12M 0.85% 32

Other funds holding FEBW

Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jim Saulnier & Associates's FEBW Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 3% in Q1 2026, selling an estimated $36.2K and leaving 34,983 shares worth $1.17M. The position accounts for 0.57% of the portfolio, ranked #44.

Jim Saulnier & Associates first reported a position in FEBW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

  • Jim Saulnier & Associates held 34,983 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $1.17M as of Q1 2026.
  • Jim Saulnier & Associates sold 1,066 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $36.2K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.57% of Jim Saulnier & Associates's portfolio in Q1 2026, its #44 holding.
  • Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2025 and has held it in 5 quarters since.
  • Jim Saulnier & Associates's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $1.22M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.