LPL Financial
FEBW icon

LPL Financial’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

LPL Financial’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 		$9.76M Buy
291,467
+156,541
+116% +$5.32M ﹤0.01% 2015
2025
Q4 		$4.58M Sell
134,926
-4,018
-3% -$134K ﹤0.01% 2606
2025
Q3 		$4.6M Buy
138,944
+107,918
+348% +$3.51M ﹤0.01% 2547
2025
Q2 		$991K Buy
31,026
+11,478
+59% +$352K ﹤0.01% 3770
2025
Q1 		$594K Sell
19,548
-3,677
-16% -$114K ﹤0.01% 4006
2024
Q4 		$720K Sell
23,225
-8,382
-27% -$257K ﹤0.01% 3767
2024
Q3 		$960K Buy
31,607
+23,534
+292% +$704K ﹤0.01% 3445
2024
Q2 		$239K Buy
8,073
+73
+0.9% +$2.12K ﹤0.01% 4430
2024
Q1 		$232K Sell
8,000
-230
-3% -$6.53K ﹤0.01% 4391
2023
Q4 		$229K Buy
+8,230
New +$221K ﹤0.01% 4294

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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LPL Financial's FEBW Position: Q1 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 116% in Q1 2026, buying an estimated $5.32M and bringing the position to 291,467 shares worth $9.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

LPL Financial first reported a position in FEBW in Q4 2023 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

  • LPL Financial held 291,467 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $9.76M as of Q1 2026.
  • LPL Financial bought 156,541 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $5.32M.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2015 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q4 2023 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.