VWA
FEBT icon

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

Valued 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
Q1 		– Sell
-166
Closed -$5.61K – 660
2024
Q4 		$5.61K Buy
+166
New +$5.55K ﹤0.01% 290

Other funds holding FEBT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Valued Wealth Advisors's FEBT Position: Q1 2025 in Review

Valued Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) in Q1 2025, closing a stake of 166 shares — an estimated $5.61K sold.

Valued Wealth Advisors first reported a position in FEBT in Q4 2024 and held it in 1 quarter. The position peaked at $5.61K in Q4 2024. 25 funds tracked by Wall St. Rank hold FEBT as of Q1 2025.

  • Valued Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Feb ETF position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 166 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q1 2025, an estimated $5.61K.
  • Valued Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q4 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $5.61K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q1 2025.

Based on Valued Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.