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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
Q2 		$883K Buy
24,857
+24,224
+3,827% +$849K 0.34% 44
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

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
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

Lloyd Advisory Services's FEBW Position: Q2 2026 in Review

Lloyd Advisory Services increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 3,827% in Q2 2026, buying an estimated $849K and bringing the position to 24,857 shares worth $883K. The position accounts for 0.34% of the portfolio, ranked #44.

Lloyd Advisory Services first reported a position in FEBW in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

  • Lloyd Advisory Services held 24,857 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $883K as of Q2 2026.
  • Lloyd Advisory Services bought 24,224 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $849K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.34% of Lloyd Advisory Services's portfolio in Q2 2026, its #44 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.