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

Brown Financial 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
Q1 		$601K Sell
16,050
-476
-3% -$18.3K 0.23% 97
2025
Q4 		$630K Sell
16,526
-987
-6% -$37K 0.23% 95
2025
Q3 		$649K Buy
17,513
+2,090
+14% +$75.3K 0.24% 94
2025
Q2 		$541K Buy
+15,423
New +$512K 0.21% 99

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brown Financial Advisors's FEBT Position: Q1 2026 in Review

Brown Financial Advisors reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 2.9% in Q1 2026, selling an estimated $18.3K and leaving 16,050 shares worth $601K. The position accounts for 0.23% of the portfolio, ranked #97.

Brown Financial Advisors first reported a position in FEBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $649K in Q3 2025. 33 funds tracked by Wall St. Rank hold FEBT as of Q1 2026.

  • Brown Financial Advisors held 16,050 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $601K as of Q1 2026.
  • Brown Financial Advisors sold 476 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q1 2026, an estimated $18.3K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.23% of Brown Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2025 and has held it in 4 quarters since.
  • Brown Financial Advisors's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $649K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.