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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
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
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

Nvest Financial's FEBT Position: Q1 2026 in Review

Nvest Financial opened a new position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q1 2026: 6,505 shares worth $244K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings. This is a return to the name: Nvest Financial previously reported a position in FEBT as recently as Q2 2024.

Nvest Financial first reported a position in FEBT in Q1 2024 and has held it in 3 quarters since. The position peaked at $338K in Q2 2024. 33 funds tracked by Wall St. Rank hold FEBT as of Q1 2026.

  • Nvest Financial held 6,505 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $244K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer10 Feb ETF was a new Nvest Financial position in Q1 2026.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.09% of Nvest Financial's portfolio in Q1 2026, its #131 holding.
  • Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2024 and has held it in 3 quarters since.
  • Nvest Financial's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $338K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.