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 Q2	$1.24M	Sell	34,981 -2	-0%	-$70	0.5%	43
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Jim Saulnier & Associates's FEBW Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 0.01% in Q2 2026, selling an estimated $70 and leaving 34,981 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #43.

Jim Saulnier & Associates first reported a position in FEBW in Q1 2025 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Jim Saulnier & Associates held 34,981 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $1.24M as of Q2 2026.
Jim Saulnier & Associates sold 2 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $70.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.5% of Jim Saulnier & Associates's portfolio in Q2 2026, its #43 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2025 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.