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WealthPLAN Partners’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

WealthPLAN Partners’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
-75,736
Closed -$2.19M – 306
2024
Q1 		$2.19M Buy
+75,736
New +$2.15M 0.23% 109

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 Partners's FEBW Position: Q2 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2024, closing a stake of 75,736 shares — an estimated $2.19M sold.

WealthPLAN Partners first reported a position in FEBW in Q1 2024 and held it in 1 quarter. The position peaked at $2.19M in Q1 2024. 44 funds tracked by Wall St. Rank hold FEBW as of Q2 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 75,736 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2024, an estimated $2.19M.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 1 quarter.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $2.19M in Q1 2024.
  • 44 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.