FSR Wealth Management
FEBT icon

FSR Wealth Management’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

FSR Wealth Management’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
Q3 		$2.61M Sell
61,976
-500
-0.8% -$20.9K 2.81% 13
2026
Q2 		$2.57M Buy
+62,476
New +$2.51M 2.93% 13

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

FSR Wealth Management's FEBT Position: Q3 2026 in Review

FSR Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 0.8% in Q3 2026, selling an estimated $20.9K and leaving 61,976 shares worth $2.61M. The position accounts for 2.81% of the portfolio, ranked #13.

FSR Wealth Management first reported a position in FEBT in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold FEBT as of Q3 2026.

  • FSR Wealth Management held 61,976 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $2.61M as of Q3 2026.
  • FSR Wealth Management sold 500 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q3 2026, an estimated $20.9K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 2.81% of FSR Wealth Management's portfolio in Q3 2026, its #13 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q3 2026.

Based on FSR Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.