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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
Q2 		$653K Sell
15,875
-175
-1% -$7.03K 0.23% 95
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $445B AUM 25.58% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

Brown Financial Advisors's FEBT Position: Q2 2026 in Review

Brown Financial Advisors reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 1.1% in Q2 2026, selling an estimated $7.03K and leaving 15,875 shares worth $653K. The position accounts for 0.23% of the portfolio, ranked #95.

Brown Financial Advisors first reported a position in FEBT in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

  • Brown Financial Advisors held 15,875 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $653K as of Q2 2026.
  • Brown Financial Advisors sold 175 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2026, an estimated $7.03K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.23% of Brown Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.