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
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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AE Wealth Management's MARW Position: Q1 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 0.14% in Q1 2026, selling an estimated $138 and leaving 2,759 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

AE Wealth Management first reported a position in MARW in Q1 2024 and has held it in 9 quarters since. The position peaked at $36.9M in Q1 2024. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • AE Wealth Management held 2,759 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $94.1K as of Q1 2026.
  • AE Wealth Management sold 4 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $138.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1813 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 9 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $36.9M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.