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Allworth Financial’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

Allworth Financial’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
2024
Q3 		– Sell
-19
Closed -$609 – 3774
2024
Q2 		$609 Hold
19
– – ﹤0.01% 3318
2024
Q1 		$588 Buy
+19
New +$568 ﹤0.01% 3244

Other funds holding FEBT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial's FEBT Position: Q3 2024 in Review

Allworth Financial sold out of AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q3 2024, closing a stake of 19 shares — an estimated $609 sold.

Allworth Financial first reported a position in FEBT in Q1 2024 and held it in 2 quarters. The position peaked at $609 in Q2 2024. 19 funds tracked by Wall St. Rank hold FEBT as of Q3 2024.

  • Allworth Financial reported no remaining AllianzIM U.S. Equity Buffer10 Feb ETF position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 19 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q3 2024, an estimated $609.
  • Allworth Financial first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2024 and held it in 2 quarters.
  • Allworth Financial's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $609 in Q2 2024.
  • 19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.