SMART Wealth
FEBT icon

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
Q3 		$2.05M Sell
48,653
-8,201
-14% -$342K 0.42% 76
2026
Q2 		$2.34M Buy
+56,854
New +$2.29M 0.5% 66

Other funds holding FEBT

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SMART Wealth's FEBT Position: Q3 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 14% in Q3 2026, selling an estimated $342K and leaving 48,653 shares worth $2.05M. The position accounts for 0.42% of the portfolio, ranked #76.

SMART Wealth first reported a position in FEBT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.34M in Q2 2026. 29 funds tracked by Wall St. Rank hold FEBT as of Q3 2026.

  • SMART Wealth held 48,653 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $2.05M as of Q3 2026.
  • SMART Wealth sold 8,201 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q3 2026, an estimated $342K.
  • AllianzIM U.S. Equity Buffer10 Feb ETF made up 0.42% of SMART Wealth's portfolio in Q3 2026, its #76 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q2 2026 and has held it in 2 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $2.34M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.