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Mattson Financial Services’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

Mattson Financial 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
Q1 		$346K Sell
9,243
-302
-3% -$11.6K 0.08% 157
2025
Q4 		$364K Sell
9,545
-879
-8% -$32.9K 0.08% 153
2025
Q3 		$386K Sell
10,424
-2,573
-20% -$92.7K 0.09% 147
2025
Q2 		$456K Buy
+12,997
New +$431K 0.12% 132

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

Mattson Financial Services's FEBT Position: Q1 2026 in Review

Mattson Financial Services reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 3.2% in Q1 2026, selling an estimated $11.6K and leaving 9,243 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #157.

Mattson Financial Services first reported a position in FEBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $456K in Q2 2025. 33 funds tracked by Wall St. Rank hold FEBT as of Q1 2026.

  • Mattson Financial Services held 9,243 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $346K as of Q1 2026.
  • Mattson Financial Services sold 302 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q1 2026, an estimated $11.6K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.08% of Mattson Financial Services's portfolio in Q1 2026, its #157 holding.
  • Mattson Financial Services first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2025 and has held it in 4 quarters since.
  • Mattson Financial Services's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $456K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.