Safe Harbor Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$11.2M	Buy	+288,961	New	+$10.8M	10.81%	1

Other funds holding FEBT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Safe Harbor Wealth Advisors's FEBT Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q4 2025: 288,961 shares worth $11.2M. The stake represents 10.81% of the portfolio and ranks #1 among its holdings.

33 funds tracked by Wall St. Rank hold FEBT as of Q4 2025.

Safe Harbor Wealth Advisors held 288,961 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $11.2M as of Q4 2025.
AllianzIM U.S. Equity Buffer10 Feb ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
AllianzIM U.S. Equity Buffer10 Feb ETF made up 10.81% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #1 holding.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.