AE Wealth Management’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

AE Wealth Management’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	$12.6K	Sell	300 -400	-57%	-$16.4K	﹤0.01%	2341
2026 Q1	$26.9K	Buy	700 +400	+133%	+$15.6K	﹤0.01%	2074
2025 Q4	$11.6K	Sell	300 -4,598	-94%	-$175K	﹤0.01%	2121
2025 Q3	$185K	Buy	4,898 +289	+6%	+$10.6K	﹤0.01%	1422
2025 Q2	$165K	Sell	4,609 -1,049	-19%	-$35.6K	﹤0.01%	1358
2025 Q1	$189K	Sell	5,658 -1,134	-17%	-$38.7K	﹤0.01%	1293
2024 Q4	$229K	Sell	6,792 -6,106	-47%	-$205K	﹤0.01%	1222
2024 Q3	$424K	Sell	12,898 -1,845,169	-99%	-$59M	﹤0.01%	933
2024 Q2	$58.7M	Buy	1,858,067 +192,404	+12%	+$5.89M	0.59%	33
2024 Q1	$50.9M	Buy	+1,665,663	New	+$49.6M	0.57%	34

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

AE Wealth Management's MART Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 57% in Q2 2026, selling an estimated $16.4K and leaving 300 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

AE Wealth Management first reported a position in MART in Q1 2024 and has held it in 10 quarters since. The position peaked at $58.7M in Q2 2024. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

AE Wealth Management held 300 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $12.6K as of Q2 2026.
AE Wealth Management sold 400 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $16.4K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2341 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2024 and has held it in 10 quarters since.
AE Wealth Management's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $58.7M in Q2 2024.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.