PFGIA
FEBU

Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF FEBU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FEBU Stock Details FEBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-93,103
Closed -$2.24M – 564
2025
Q1 		$2.24M Buy
+93,103
New +$2.3M 0.3% 80

Other funds holding FEBU

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FEBU Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF (FEBU) in Q2 2025, closing a stake of 93,103 shares — an estimated $2.24M sold.

Patriot Financial Group Insurance Agency first reported a position in FEBU in Q1 2025 and held it in 1 quarter. The position peaked at $2.24M in Q1 2025. 21 funds tracked by Wall St. Rank hold FEBU as of Q2 2025.

  • Patriot Financial Group Insurance Agency reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF position as of Q2 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 93,103 AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF shares in Q2 2025, an estimated $2.24M.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF in Q1 2025 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF position peaked at $2.24M in Q1 2025.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.