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Secure Asset Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Secure Asset 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
Q2 		$284K Hold
8,001
– – 0.04% 268
2026
Q1 		$268K Hold
8,001
– – 0.04% 261
2025
Q4 		$272K Hold
8,001
– – 0.04% 280
2025
Q3 		$265K Sell
8,001
-500
-6% -$16.3K 0.04% 263
2025
Q2 		$272K Buy
+8,501
New +$261K 0.05% 262

Other funds holding FEBW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return