AWM
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AE Wealth Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

AE Wealth Management’s Portfolio MARW Stock Details MARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
2,805
+46
+2% +$1.64K ﹤0.01% 1912
2026
Q1 		$94.1K Sell
2,759
-4
-0.1% -$138 ﹤0.01% 1813
2025
Q4 		$94.9K Sell
2,763
-1,112
-29% -$37.7K ﹤0.01% 1717
2025
Q3 		$130K Sell
3,875
-10
-0.3% -$331 ﹤0.01% 1496
2025
Q2 		$126K Sell
3,885
-283
-7% -$8.86K ﹤0.01% 1423
2025
Q1 		$129K Sell
4,168
-373
-8% -$11.7K ﹤0.01% 1381
2024
Q4 		$141K Sell
4,541
-22,444
-83% -$692K ﹤0.01% 1353
2024
Q3 		$821K Sell
26,985
-659,141
-96% -$19.7M 0.01% 748
2024
Q2 		$20.2M Sell
686,126
-597,620
-47% -$17.2M 0.2% 121
2024
Q1 		$36.9M Buy
+1,283,746
New +$36.3M 0.42% 56

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

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

AE Wealth Management increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 1.7% in Q2 2026, buying an estimated $1.64K and bringing the position to 2,805 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

AE Wealth Management first reported a position in MARW in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.9M in Q1 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • AE Wealth Management held 2,805 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $101K as of Q2 2026.
  • AE Wealth Management bought 46 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $1.64K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1912 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 10 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $36.9M in Q1 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

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