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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
Q2 		$396K Sell
11,141
-4,406
-28% -$154K 0.12% 68
2026
Q1 		$521K Buy
+15,547
New +$529K 0.18% 48

Other funds holding FEBW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Westshore Wealth's FEBW Position: Q2 2026 in Review

Westshore Wealth reduced its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 28% in Q2 2026, selling an estimated $154K and leaving 11,141 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #68.

Westshore Wealth first reported a position in FEBW in Q1 2026 and has held it in 2 quarters since. The position peaked at $521K in Q1 2026. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

  • Westshore Wealth held 11,141 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $396K as of Q2 2026.
  • Westshore Wealth sold 4,406 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $154K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.12% of Westshore Wealth's portfolio in Q2 2026, its #68 holding.
  • Westshore Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2026 and has held it in 2 quarters since.
  • Westshore Wealth's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $521K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.