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

SMART Wealth’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	$2.34M	Buy	+56,854	New	+$2.29M	0.5%	66

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SMART Wealth's FEBT Position: Q2 2026 in Review

SMART Wealth opened a new position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q2 2026: 56,854 shares worth $2.34M. The stake represents 0.5% of the portfolio and ranks #66 among its holdings.

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

SMART Wealth held 56,854 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $2.34M as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Feb ETF was a new SMART Wealth position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.5% of SMART Wealth's portfolio in Q2 2026, its #66 holding.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.