AWM
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Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

Accurate Wealth Management’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 		$223K Sell
5,375
-231
-4% -$9.29K 0.02% 525
2026
Q1 		$217K Buy
+5,606
New +$215K 0.03% 499

Other funds holding FEBT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Accurate Wealth Management's FEBT Position: Q2 2026 in Review

Accurate Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 4.1% in Q2 2026, selling an estimated $9.29K and leaving 5,375 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #525.

Accurate Wealth Management first reported a position in FEBT in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

  • Accurate Wealth Management held 5,375 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $223K as of Q2 2026.
  • Accurate Wealth Management sold 231 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2026, an estimated $9.29K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.