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Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-240
Closed -$6.95K – 508
2024
Q1 		$6.95K Buy
+240
New +$6.81K ﹤0.01% 340

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Richard W. Paul & Associates's FEBW Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2024, closing a stake of 240 shares — an estimated $6.95K sold.

Richard W. Paul & Associates first reported a position in FEBW in Q1 2024 and held it in 1 quarter. The position peaked at $6.95K in Q1 2024. 43 funds tracked by Wall St. Rank hold FEBW as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 240 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2024, an estimated $6.95K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $6.95K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.