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

Modern 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
Q1 		$6.8M Sell
180,453
-9,900
-5% -$380K 0.12% 172
2025
Q4 		$7.25M Sell
190,353
-85,098
-31% -$3.19M 0.13% 158
2025
Q3 		$10.2M Sell
275,451
-8,954
-3% -$323K 0.2% 123
2025
Q2 		$9.98M Buy
+284,405
New +$9.43M 0.25% 99

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Modern Wealth Management's FEBT Position: Q1 2026 in Review

Modern Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 5.2% in Q1 2026, selling an estimated $380K and leaving 180,453 shares worth $6.8M. The position accounts for 0.12% of the portfolio, ranked #172.

Modern Wealth Management first reported a position in FEBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q3 2025. 33 funds tracked by Wall St. Rank hold FEBT as of Q1 2026.

  • Modern Wealth Management held 180,453 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $6.8M as of Q1 2026.
  • Modern Wealth Management sold 9,900 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q1 2026, an estimated $380K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.12% of Modern Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Modern Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $10.2M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.