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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Secure Asset Management's FEBW Position: Q2 2026 in Review

Secure Asset Management held its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) position steady in Q2 2026 at 8,001 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #268.

Secure Asset Management first reported a position in FEBW in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

Secure Asset Management held 8,001 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $284K as of Q2 2026.
Secure Asset Management left its AllianzIM U.S. Equity Buffer20 Feb ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #268 holding.
Secure Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.