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

WealthSource 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
2023
Q2 		– Sell
-11,400
Closed -$288K – 509
2023
Q1 		$288K Buy
+11,400
New +$284K 0.02% 411

Other funds holding FEBW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthSource Partners's FEBW Position: Q2 2023 in Review

WealthSource Partners sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q2 2023, closing a stake of 11,400 shares — an estimated $288K sold.

WealthSource Partners first reported a position in FEBW in Q1 2023 and held it in 1 quarter. The position peaked at $288K in Q1 2023. 25 funds tracked by Wall St. Rank hold FEBW as of Q2 2023.

  • WealthSource Partners reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 11,400 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2023, an estimated $288K.
  • WealthSource Partners first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2023 and held it in 1 quarter.
  • WealthSource Partners's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $288K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.