FEBT β€” AIM

Ownership history in IFP Advisors, Inc  Β·  4 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported AIM (FEBT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows FEBT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FEBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in AIM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FEBT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held FEBT β€” position size vs. price
% of Fund (quarterly)    FEBT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 150 +135 +900.0% 0.00% $6K 2026-04-13 $38.88
2025 Q4 UNCHANGED 15 β€” 0% 0.00% $572 2026-02-06 $38.91
2025 Q3 UNCHANGED 15 β€” 0% 0.00% $556 2025-12-02 $37.72
2025 Q2 INITIATED 15 β€” β€” 0.00% $527 2025-07-24 $35.72

🏒 Other funds also holding FEBT

As of 2026 Q1 β€” sorted by position size

Gradient Investments LLC 3Y 7Y 0.79% Focus Financial Network, Inc. 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About IFP Advisors, Inc and FEBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning FEBT?

IFP Advisors, Inc reported FEBT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FEBT position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for FEBT was 0.00% in 2026 Q1.

What is the latest reported FEBT position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this FEBT ownership page compare?

The chart compares IFP Advisors, Inc's quarterly FEBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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