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Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Lloyd Advisory Services’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 		$21.2K Sell
633
-245
-28% -$8.33K 0.01% 380
2025
Q4 		$29.8K Buy
+878
New +$29.4K 0.01% 282

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Lloyd Advisory Services's FEBW Position: Q1 2026 in Review

Lloyd Advisory Services reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 28% in Q1 2026, selling an estimated $8.33K and leaving 633 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #380.

Lloyd Advisory Services first reported a position in FEBW in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.8K in Q4 2025. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

  • Lloyd Advisory Services held 633 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $21.2K as of Q1 2026.
  • Lloyd Advisory Services sold 245 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $8.33K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #380 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $29.8K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.