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

Wealth Group’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
-13,028
Closed -$396K – 118
2025
Q1 		$396K Buy
13,028
+1,279
+11% +$39.6K 0.26% 82
2024
Q4 		$364K Sell
11,749
-700
-6% -$21.5K 0.24% 94
2024
Q3 		$378K Hold
12,449
– – 0.25% 96
2024
Q2 		$369K Hold
12,449
– – 0.26% 89
2024
Q1 		$360K Buy
+12,449
New +$353K 0.27% 92

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Group's FEBW Position: Q2 2025 in Review

Wealth Group sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2025, closing a stake of 13,028 shares — an estimated $396K sold.

Wealth Group first reported a position in FEBW in Q1 2024 and held it in 5 quarters. The position peaked at $396K in Q1 2025. 45 funds tracked by Wall St. Rank hold FEBW as of Q2 2025.

  • Wealth Group reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 13,028 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2025, an estimated $396K.
  • Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $396K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.