MWM
FEBW icon

Modern Wealth Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Modern 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
2026
Q1 		$2.46M Sell
73,044
-834
-1% -$28.4K 0.04% 286
2025
Q4 		$2.51M Sell
73,878
-13,898
-16% -$465K 0.05% 264
2025
Q3 		$2.91M Sell
87,776
-3,385
-4% -$110K 0.06% 239
2025
Q2 		$2.91M Buy
+91,161
New +$2.8M 0.07% 224

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
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

Modern Wealth Management's FEBW Position: Q1 2026 in Review

Modern Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 1.1% in Q1 2026, selling an estimated $28.4K and leaving 73,044 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #286.

Modern Wealth Management first reported a position in FEBW in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q2 2025. 50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

  • Modern Wealth Management held 73,044 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $2.46M as of Q1 2026.
  • Modern Wealth Management sold 834 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2026, an estimated $28.4K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #286 holding.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $2.91M in Q2 2025.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.