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

Atala 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
2025
Q3 		– Sell
-8,843
Closed -$310K – 130
2025
Q2 		$310K Buy
+8,843
New +$293K 0.21% 93

Other funds holding FEBT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Atala Financial's FEBT Position: Q3 2025 in Review

Atala Financial sold out of AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q3 2025, closing a stake of 8,843 shares — an estimated $310K sold.

Atala Financial first reported a position in FEBT in Q2 2025 and held it in 1 quarter. The position peaked at $310K in Q2 2025. 31 funds tracked by Wall St. Rank hold FEBT as of Q3 2025.

  • Atala Financial reported no remaining AllianzIM U.S. Equity Buffer10 Feb ETF position as of Q3 2025 after selling out during the quarter.
  • Atala Financial sold 8,843 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q3 2025, an estimated $310K.
  • Atala Financial first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2025 and held it in 1 quarter.
  • Atala Financial's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $310K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q3 2025.

Based on Atala Financial's 13F filing for Q3 2025, filed 4 Nov 2025.