LRWM
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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-101
Closed -$3.07K – 85
2025
Q1 		$3.07K Buy
+101
New +$3.13K ﹤0.01% 135

Other funds holding FEBW

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lord & Richards Wealth Management's FEBW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2025, closing a stake of 101 shares — an estimated $3.07K sold.

Lord & Richards Wealth Management first reported a position in FEBW in Q1 2025 and held it in 1 quarter. The position peaked at $3.07K in Q1 2025. 45 funds tracked by Wall St. Rank hold FEBW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 101 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2025, an estimated $3.07K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $3.07K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.