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WealthPLAN Partners’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

WealthPLAN Partners’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
-95,399
Closed -$2.95M – 305
2024
Q1 		$2.95M Buy
+95,399
New +$2.85M 0.31% 100

Other funds holding FEBT

KCM
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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 $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's FEBT Position: Q2 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q2 2024, closing a stake of 95,399 shares — an estimated $2.95M sold.

WealthPLAN Partners first reported a position in FEBT in Q1 2024 and held it in 1 quarter. The position peaked at $2.95M in Q1 2024. 20 funds tracked by Wall St. Rank hold FEBT as of Q2 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer10 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 95,399 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2024, an estimated $2.95M.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2024 and held it in 1 quarter.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $2.95M 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 Partners's 13F filing for Q2 2024, filed 9 Aug 2024.