Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Joseph P. Lucia & 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	$831K	Sell	23,380 -1,290	-5%	-$45.2K	0.25%	78
2026 Q1	$826K	Buy	24,670 +12,025	+95%	+$409K	0.3%	76
2025 Q4	$429K	Sell	12,645 -185	-1%	-$6.19K	0.15%	112
2025 Q3	$425K	Sell	12,830 -245	-2%	-$7.97K	0.16%	109
2025 Q2	$418K	Hold	13,075	–	–	0.17%	105
2025 Q1	$397K	Buy	+13,075	New	+$405K	0.18%	97

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

Joseph P. Lucia & Associates's FEBW Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 5.2% in Q2 2026, selling an estimated $45.2K and leaving 23,380 shares worth $831K. The position accounts for 0.25% of the portfolio, ranked #78.

Joseph P. Lucia & 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.

Joseph P. Lucia & Associates held 23,380 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $831K as of Q2 2026.
Joseph P. Lucia & Associates sold 1,290 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $45.2K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.25% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #78 holding.
Joseph P. Lucia & 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 Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.