Strategic Blueprint’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Strategic Blueprint’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
2025 Q2	–	Sell	-7,919	Closed	-$241K	–	696
2025 Q1	$241K	Sell	7,919 -38,891	-83%	-$1.2M	0.01%	599
2024 Q4	$1.45M	Sell	46,810 -8,663	-16%	-$266K	0.09%	197
2024 Q3	$1.68M	Sell	55,473 -6,820	-11%	-$204K	0.1%	176
2024 Q2	$1.85M	Sell	62,293 -1,535	-2%	-$44.6K	0.13%	157
2024 Q1	$1.85M	Sell	63,828 -9,179	-13%	-$260K	0.13%	158
2023 Q4	$2.03M	Buy	73,007 +34,857	+91%	+$937K	0.17%	136
2023 Q3	$999K	Buy	38,150 +5,274	+16%	+$140K	0.09%	204
2023 Q2	$869K	Buy	+32,876	New	+$844K	0.08%	216

Other funds holding FEBW

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

MWM

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

SWM

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Strategic Blueprint's FEBW Position: Q2 2025 in Review

Strategic Blueprint sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2025, closing a stake of 7,919 shares — an estimated $241K sold.

Strategic Blueprint first reported a position in FEBW in Q2 2023 and held it in 8 quarters. The position peaked at $2.03M in Q4 2023. 45 funds tracked by Wall St. Rank hold FEBW as of Q2 2025.

Strategic Blueprint reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2025 after selling out during the quarter.
Strategic Blueprint sold 7,919 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2025, an estimated $241K.
Strategic Blueprint first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q2 2023 and held it in 8 quarters.
Strategic Blueprint's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $2.03M in Q4 2023.
45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.