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

Independent Financial Group’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 		$268K Hold
6,526
– – 0.01% 1306
2026
Q1 		$244K Hold
6,526
– – 0.01% 1272
2025
Q4 		$249K Hold
6,526
– – 0.01% 1239
2025
Q3 		$242K Hold
6,526
– – 0.01% 1192
2025
Q2 		$229K Sell
6,526
-1,472
-18% -$48.8K 0.01% 1161
2025
Q1 		$261K Buy
+7,998
New +$270K 0.01% 988

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

Independent Financial Group's FEBT Position: Q2 2026 in Review

Independent Financial Group held its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) position steady in Q2 2026 at 6,526 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1306.

Independent Financial Group first reported a position in FEBT in Q1 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

  • Independent Financial Group held 6,526 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $268K as of Q2 2026.
  • Independent Financial Group left its AllianzIM U.S. Equity Buffer10 Feb ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1306 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.