SRH Advisors
FEBW icon

SRH Advisors’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

SRH Advisors’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 		$527K Hold
14,500
– – 0.14% 34
2026
Q2 		$515K Hold
14,500
– – 0.13% 34
2026
Q1 		$485K Buy
+14,500
New +$493K 0.14% 34

Other funds holding FEBW

PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Concurrent Investment Advisors
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
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

SRH Advisors's FEBW Position: Q3 2026 in Review

SRH Advisors held its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) position steady in Q3 2026 at 14,500 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #34.

SRH Advisors first reported a position in FEBW in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold FEBW as of Q3 2026.

  • SRH Advisors held 14,500 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $527K as of Q3 2026.
  • SRH Advisors left its AllianzIM U.S. Equity Buffer20 Feb ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.14% of SRH Advisors's portfolio in Q3 2026, its #34 holding.
  • SRH Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.