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FEBT icon

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

Nvest Financial’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 		$273K Buy
6,640
+135
+2% +$5.43K 0.09% 135
2026
Q1 		$244K Buy
+6,505
New +$250K 0.09% 131
2024
Q3 		– Sell
-10,598
Closed -$338K – 94
2024
Q2 		$338K Sell
10,598
-119
-1% -$3.69K 0.21% 71
2024
Q1 		$331K Buy
+10,717
New +$320K 0.22% 64

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

Nvest Financial's FEBT Position: Q2 2026 in Review

Nvest Financial increased its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 2.1% in Q2 2026, buying an estimated $5.43K and bringing the position to 6,640 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #135.

Nvest Financial first reported a position in FEBT in Q1 2024 and has held it in 4 quarters since. The position peaked at $338K in Q2 2024. 54 funds tracked by Wall St. Rank hold FEBT as of Q2 2026.

  • Nvest Financial held 6,640 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $273K as of Q2 2026.
  • Nvest Financial bought 135 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q2 2026, an estimated $5.43K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.09% of Nvest Financial's portfolio in Q2 2026, its #135 holding.
  • Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2024 and has held it in 4 quarters since.
  • Nvest Financial's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $338K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.