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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
Q2 		$437K Buy
10,575
+1,332
+14% +$53.5K 0.09% 154
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
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

Mattson Financial Services's FEBT Position: Q2 2026 in Review

Mattson Financial Services increased its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 14% in Q2 2026, buying an estimated $53.5K and bringing the position to 10,575 shares worth $437K. The position accounts for 0.09% of the portfolio, ranked #154.

Mattson Financial Services first reported a position in FEBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $456K in Q2 2025. 54 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

  • Mattson Financial Services held 10,575 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $437K as of Q2 2026.
  • Mattson Financial Services bought 1,332 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2026, an estimated $53.5K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.09% of Mattson Financial Services's portfolio in Q2 2026, its #154 holding.
  • Mattson Financial Services first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2025 and has held it in 5 quarters since.
  • Mattson Financial Services's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $456K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.