Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

Lloyd Advisory Services’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	$808K	Buy	+19,641	New	+$789K	0.31%	47

Other funds holding FEBT

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

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

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Lloyd Advisory Services's FEBT Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q2 2026: 19,641 shares worth $808K. The stake represents 0.31% of the portfolio and ranks #47 among its holdings.

34 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

Lloyd Advisory Services held 19,641 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $808K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Feb ETF was a new Lloyd Advisory Services position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.31% of Lloyd Advisory Services's portfolio in Q2 2026, its #47 holding.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.