Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Accurate Wealth Management’s Portfolio MAYT Stock Details MAYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$502K	Buy	12,435 +506	+4%	+$20K	0.04%	368
2026 Q2	$468K	Buy	11,929 +3,301	+38%	+$127K	0.04%	369
2026 Q1	$326K	Sell	8,628 -130	-1%	-$4.82K	0.04%	403
2025 Q4	$325K	Sell	8,758 -2,725	-24%	-$99.2K	0.04%	382
2025 Q3	$413K	Sell	11,483 -1,101	-9%	-$39.1K	0.06%	325
2025 Q2	$440K	Buy	12,584 +3,130	+33%	+$104K	0.07%	279
2025 Q1	$299K	Sell	9,454 -900	-9%	-$30.1K	0.06%	285
2024 Q4	$343K	Sell	10,354 -714	-6%	-$23.6K	0.07%	270
2024 Q3	$361K	Sell	11,068 -100	-0.9%	-$3.17K	0.07%	255
2024 Q2	$355K	Buy	+11,168	New	+$339K	0.09%	214

Other funds holding MAYT

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Accurate Wealth Management's MAYT Position: Q3 2026 in Review

Accurate Wealth Management increased its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 4.2% in Q3 2026, buying an estimated $20K and bringing the position to 12,435 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #368.

Accurate Wealth Management first reported a position in MAYT in Q2 2024 and has held it in 10 quarters since. 8 funds tracked by Wall St. Rank hold MAYT as of Q3 2026.

Accurate Wealth Management held 12,435 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $502K as of Q3 2026.
Accurate Wealth Management bought 506 AllianzIM U.S. Equity Buffer10 May ETF shares in Q3 2026, an estimated $20K.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #368 holding.
Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2024 and has held it in 10 quarters since.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.