Action Point Financial Planning’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Action Point Financial Planning’s Portfolio MART Stock Details MART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.91K	Buy	+141	New	+$5.78K	﹤0.01%	1729

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's MART Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in AllianzIM U.S. Equity Buffer10 Mar ETF (MART) in Q2 2026: 141 shares worth $5.91K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings.

22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Action Point Financial Planning held 141 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $5.91K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Mar ETF was a new Action Point Financial Planning position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1729 holding.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.