Ashton Thomas Private Wealth
MARW icon

Ashton Thomas Private Wealth’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-180
Closed -$5.31K – 1323
2024
Q2 		$5.31K Buy
+180
New +$5.19K ﹤0.01% 1537

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Ashton Thomas Private Wealth's MARW Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2024, closing a stake of 180 shares — an estimated $5.31K sold.

Ashton Thomas Private Wealth first reported a position in MARW in Q2 2024 and held it in 1 quarter. The position peaked at $5.31K in Q2 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 180 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2024, an estimated $5.31K.
  • Ashton Thomas Private Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $5.31K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.