Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Feb ETF FEBW Stock Holding History

Advus Financial Partners, LLC’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
2025 Q4	–	Sell	-10,582	Closed	-$351K	–	259
2025 Q3	$351K	Sell	10,582 -470	-4%	-$15.3K	0.08%	173
2025 Q2	$353K	Sell	11,052 -618	-5%	-$19K	0.09%	171
2025 Q1	$355K	Buy	11,670 +200	+2%	+$6.19K	0.1%	151
2024 Q4	$355K	Sell	11,470 -50	-0.4%	-$1.54K	0.1%	141
2024 Q3	$350K	Sell	11,520 -1,414	-11%	-$42.3K	0.1%	138
2024 Q2	$383K	Buy	12,934 +2,464	+24%	+$71.7K	0.12%	116
2024 Q1	$303K	Buy	+10,470	New	+$297K	0.09%	145

Other funds holding FEBW

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

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

AAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Advus Financial Partners, LLC's FEBW Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) in Q4 2025, closing a stake of 10,582 shares — an estimated $351K sold.

Advus Financial Partners, LLC first reported a position in FEBW in Q1 2024 and held it in 7 quarters. The position peaked at $383K in Q2 2024. 47 funds tracked by Wall St. Rank hold FEBW as of Q4 2025.

Advus Financial Partners, LLC reported no remaining AllianzIM U.S. Equity Buffer20 Feb ETF position as of Q4 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 10,582 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q4 2025, an estimated $351K.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q1 2024 and held it in 7 quarters.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $383K in Q2 2024.
47 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.