Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

Atria Wealth Solutions’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 Q2	$1.28M	Sell	36,340 -11,819	-25%	-$392K	0.03%	554
2025 Q1	$1.57M	Buy	48,159 +20,453	+74%	+$689K	0.02%	720
2024 Q4	$936K	Sell	27,706 -1,755	-6%	-$58.7K	0.01%	946
2024 Q3	$971K	Sell	29,461 -14,475	-33%	-$467K	0.01%	925
2024 Q2	$1.4M	Sell	43,936 -74	-0.2%	-$2.3K	0.02%	760
2024 Q1	$1.36M	Buy	44,010 +15,576	+55%	+$466K	0.02%	776
2023 Q4	$822K	Sell	28,434 -430	-1%	-$11.7K	0.01%	954
2023 Q3	$759K	Buy	28,864 +1,535	+6%	+$41.5K	0.01%	938
2023 Q2	$737K	Sell	27,329 -16,919	-38%	-$436K	0.01%	984
2023 Q1	$1.12M	Buy	+44,248	New	+$1.1M	0.02%	752

Other funds holding FEBT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Wealth Solutions's FEBT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 25% in Q2 2025, selling an estimated $392K and leaving 36,340 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #554.

Atria Wealth Solutions first reported a position in FEBT in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q1 2025. 34 funds tracked by Wall St. Rank hold FEBT as of Q2 2025.

Atria Wealth Solutions held 36,340 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $1.28M as of Q2 2025.
Atria Wealth Solutions sold 11,819 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2025, an estimated $392K.
AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #554 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $1.57M in Q1 2025.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.