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Lantern Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Lantern Wealth Advisors’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
2024
Q4 		– Sell
-9,452
Closed -$287K – 139
2024
Q3 		$287K Sell
9,452
-7,371
-44% -$221K 0.2% 97
2024
Q2 		$499K Sell
16,823
-331
-2% -$9.63K 0.36% 68
2024
Q1 		$497K Buy
+17,154
New +$487K 0.35% 75

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 $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Lantern Wealth Advisors's FEBW Position: Q4 2024 in Review

Lantern Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q4 2024, closing a stake of 9,452 shares — an estimated $287K sold.

Lantern Wealth Advisors first reported a position in FEBW in Q1 2024 and held it in 3 quarters. The position peaked at $499K in Q2 2024. 36 funds tracked by Wall St. Rank hold FEBW as of Q4 2024.

  • Lantern Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q4 2024 after selling out during the quarter.
  • Lantern Wealth Advisors sold 9,452 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q4 2024, an estimated $287K.
  • Lantern Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 3 quarters.
  • Lantern Wealth Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $499K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.