Outlook Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Outlook Wealth Advisors’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 Q2	$3.84M	Buy	+108,127	New	+$3.79M	0.83%	26
2024 Q2	–	Sell	-133,915	Closed	-$3.88M	–	263
2024 Q1	$3.88M	Buy	133,915 +117,501	+716%	+$3.33M	1.2%	19
2023 Q4	$457K	Buy	+16,414	New	+$441K	0.16%	131
2023 Q3	–	Sell	-21,699	Closed	-$573K	–	204
2023 Q2	$573K	Buy	+21,699	New	+$557K	0.22%	120

Other funds holding FEBW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Outlook Wealth Advisors's FEBW Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2026: 108,127 shares worth $3.84M. The stake represents 0.83% of the portfolio and ranks #26 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in FEBW as recently as Q1 2024.

Outlook Wealth Advisors first reported a position in FEBW in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.88M in Q1 2024. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Outlook Wealth Advisors held 108,127 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $3.84M as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF was a new Outlook Wealth Advisors position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.83% of Outlook Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2023 and has held it in 4 quarters since.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $3.88M in Q1 2024.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.