Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Spire Wealth 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 Q3	$2.42M	Sell	66,484 -18,534	-22%	-$667K	0.07%	233
2026 Q2	$3.02M	Sell	85,018 -228	-0.3%	-$7.99K	0.09%	200
2026 Q1	$2.85M	Buy	85,246 +50,346	+144%	+$1.71M	0.1%	195
2025 Q4	$1.19M	Sell	34,900 -15,592	-31%	-$522K	0.04%	362
2025 Q3	$1.67M	Sell	50,492 -36,210	-42%	-$1.18M	0.06%	277
2025 Q2	$2.77M	Sell	86,702 -3,374	-4%	-$104K	0.1%	174
2025 Q1	$2.74M	Buy	90,076 +69,872	+346%	+$2.16M	0.09%	225
2024 Q4	$626K	Buy	+20,204	New	+$620K	0.02%	500

Other funds holding FEBW

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Spire Wealth Management's FEBW Position: Q3 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 22% in Q3 2026, selling an estimated $667K and leaving 66,484 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #233.

Spire Wealth Management first reported a position in FEBW in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q2 2026. 25 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

Spire Wealth Management held 66,484 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $2.42M as of Q3 2026.
Spire Wealth Management sold 18,534 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q3 2026, an estimated $667K.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.07% of Spire Wealth Management's portfolio in Q3 2026, its #233 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q4 2024 and has held it in 8 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $3.02M in Q2 2026.
25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.