Westshore Wealth’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Westshore Wealth’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
2026 Q1	$521K	Buy	+15,547	New	+$529K	0.18%	48

Other funds holding FEBW

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth's FEBW Position: Q1 2026 in Review

Westshore Wealth opened a new position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q1 2026: 15,547 shares worth $521K. The stake represents 0.18% of the portfolio and ranks #48 among its holdings.

50 funds tracked by Wall St. Rank hold FEBW as of Q1 2026.

Westshore Wealth held 15,547 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $521K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF was a new Westshore Wealth position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.18% of Westshore Wealth's portfolio in Q1 2026, its #48 holding.
50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.