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 Q1	$485K	Buy	+14,500	New	+$493K	0.14%	34

Other funds holding FEBW

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SRH Advisors's FEBW Position: Q1 2026 in Review

SRH Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2026: 14,500 shares worth $485K. The stake represents 0.14% of the portfolio and ranks #34 among its holdings.

50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

SRH Advisors held 14,500 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $485K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF was a new SRH Advisors position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.14% of SRH Advisors's portfolio in Q1 2026, its #34 holding.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.