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

Montgomery 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	$1.98K	Buy	+48	New	+$1.93K	﹤0.01%	275

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q2 2026: 48 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings.

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

Montgomery Financial Services held 48 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $1.98K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Feb ETF was a new Montgomery Financial Services position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Feb ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #275 holding.
54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.