Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q1	–	Sell	-83	Closed	-$2.31K	–	767
2023 Q4	$2.31K	Buy	+83	New	+$2.23K	﹤0.01%	622
2023 Q3	–	Sell	-979	Closed	-$25.9K	–	861
2023 Q2	$25.9K	Buy	+979	New	+$25.1K	0.01%	337

Other funds holding FEBW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FEBW Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2024, closing a stake of 83 shares — an estimated $2.31K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FEBW in Q2 2023 and held it in 2 quarters. The position peaked at $25.9K in Q2 2023. 48 funds tracked by Wall St. Rank hold FEBW as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 83 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q1 2024, an estimated $2.31K.
Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2023 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $25.9K in Q2 2023.
48 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.