Accurate Wealth Management’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,955	Closed	-$229K	–	524
2025 Q3	$229K	Sell	6,955 -250	-3%	-$8.14K	0.03%	456
2025 Q2	$233K	Buy	7,205 +266	+4%	+$8.24K	0.04%	405
2025 Q1	$208K	Sell	6,939 -850	-11%	-$26.2K	0.04%	361
2024 Q4	$238K	Sell	7,789 -125	-2%	-$3.79K	0.05%	333
2024 Q3	$238K	Hold	7,914	–	–	0.05%	329
2024 Q2	$233K	Buy	+7,914	New	+$226K	0.06%	291

Other funds holding MAYW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Accurate Wealth Management's MAYW Position: Q4 2025 in Review

Accurate Wealth Management sold out of AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q4 2025, closing a stake of 6,955 shares — an estimated $229K sold.

Accurate Wealth Management first reported a position in MAYW in Q2 2024 and held it in 6 quarters. The position peaked at $238K in Q3 2024. 36 funds tracked by Wall St. Rank hold MAYW as of Q4 2025.

Accurate Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 May ETF position as of Q4 2025 after selling out during the quarter.
Accurate Wealth Management sold 6,955 AllianzIM U.S. Equity Buffer20 May ETF shares in Q4 2025, an estimated $229K.
Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2024 and held it in 6 quarters.
Accurate Wealth Management's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $238K in Q3 2024.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.