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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

WealthPlan Investment Management’s Portfolio FEBT Stock Details FEBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-179,888
Closed -$5.56M – 187
2024
Q1 		$5.56M Buy
+179,888
New +$5.38M 0.85% 49

Other funds holding FEBT

KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's FEBT Position: Q2 2024 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q2 2024, closing a stake of 179,888 shares — an estimated $5.56M sold.

WealthPlan Investment Management first reported a position in FEBT in Q1 2024 and held it in 1 quarter. The position peaked at $5.56M in Q1 2024. 20 funds tracked by Wall St. Rank hold FEBT as of Q2 2024.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer10 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 179,888 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2024, an estimated $5.56M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $5.56M in Q1 2024.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2024.

Based on WealthPlan Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.