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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

WealthPlan Investment Management’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
2024
Q2 		– Sell
-142,787
Closed -$4.13M – 188
2024
Q1 		$4.13M Buy
+142,787
New +$4.05M 0.63% 61

Other funds holding FEBW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2024, closing a stake of 142,787 shares — an estimated $4.13M sold.

WealthPlan Investment Management first reported a position in FEBW in Q1 2024 and held it in 1 quarter. The position peaked at $4.13M in Q1 2024. 43 funds tracked by Wall St. Rank hold FEBW as of Q2 2024.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 142,787 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2024, an estimated $4.13M.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $4.13M in Q1 2024.
  • 43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2024.

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