Mosley Wealth Management
FEBW icon

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

Mosley 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
Q3 		$557K Buy
15,241
+4,864
+47% +$175K 0.16% 97
2026
Q2 		$369K Buy
+10,377
New +$364K 0.12% 121

Other funds holding FEBW

Kestra Advisory Services
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Mosley Wealth Management's FEBW Position: Q3 2026 in Review

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 47% in Q3 2026, buying an estimated $175K and bringing the position to 15,241 shares worth $557K. The position accounts for 0.16% of the portfolio, ranked #97.

Mosley Wealth Management first reported a position in FEBW in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

  • Mosley Wealth Management held 15,241 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $557K as of Q3 2026.
  • Mosley Wealth Management bought 4,864 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2026, an estimated $175K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.16% of Mosley Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.