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A4 Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

A4 Wealth Advisors’s Portfolio FEBT Stock Details FEBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Sell
7,701
-6,119
-44% -$246K 0.21% 67
2026
Q1 		$518K Sell
13,820
-942
-6% -$36.2K 0.42% 46
2025
Q4 		$562K Sell
14,762
-396
-3% -$14.8K 0.49% 44
2025
Q3 		$561K Buy
+15,158
New +$546K 0.47% 58

Other funds holding FEBT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

A4 Wealth Advisors's FEBT Position: Q2 2026 in Review

A4 Wealth Advisors reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 44% in Q2 2026, selling an estimated $246K and leaving 7,701 shares worth $317K. The position accounts for 0.21% of the portfolio, ranked #67.

A4 Wealth Advisors first reported a position in FEBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $562K in Q4 2025. 30 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

  • A4 Wealth Advisors held 7,701 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $317K as of Q2 2026.
  • A4 Wealth Advisors sold 6,119 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2026, an estimated $246K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.21% of A4 Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • A4 Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $562K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.