Allianz Investment Management US’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Allianz Investment Management US’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
2025 Q4	$3.72M	Buy	108,205 +103,205	+2,064%	+$3.5M	2.33%	24
2025 Q3	$168K	Hold	5,000	–	–	0.01%	48
2025 Q2	$163K	Hold	5,000	–	–	0.01%	47
2025 Q1	$152K	Hold	5,000	–	–	0.01%	45
2024 Q4	$155K	Hold	5,000	–	–	0.01%	44
2024 Q3	$152K	Hold	5,000	–	–	0.01%	41
2024 Q2	$147K	Sell	5,000 -14,700	-75%	-$424K	0.01%	44
2024 Q1	$566K	Sell	19,700 -170,000	-90%	-$4.81M	0.04%	34
2023 Q4	$5.29M	Sell	189,700 -5,000	-3%	-$136K	0.32%	15
2023 Q3	$5.15M	Sell	194,700 -5,000	-3%	-$134K	0.32%	15
2023 Q2	$5.3M	Hold	199,700	–	–	0.31%	16
2023 Q1	$5.08M	Buy	+199,700	New	+$5.01M	0.28%	18

Other funds holding MARW

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

FCM

Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Allianz Investment Management US's MARW Position: Q4 2025 in Review

Allianz Investment Management US increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 2,064% in Q4 2025, buying an estimated $3.5M and bringing the position to 108,205 shares worth $3.72M. The position accounts for 2.33% of the portfolio, ranked #24.

Allianz Investment Management US first reported a position in MARW in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.3M in Q2 2023. 39 funds tracked by Wall St. Rank hold MARW as of Q4 2025.

Allianz Investment Management US held 108,205 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $3.72M as of Q4 2025.
Allianz Investment Management US bought 103,205 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q4 2025, an estimated $3.5M.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 2.33% of Allianz Investment Management US's portfolio in Q4 2025, its #24 holding.
Allianz Investment Management US first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 12 quarters since.
Allianz Investment Management US's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $5.3M in Q2 2023.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q4 2025.

Based on Allianz Investment Management US's 13F filing for Q4 2025, filed 11 Feb 2026.