AssetMark Inc
MART icon

AssetMark Inc’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

AssetMark Inc’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 		$103K Sell
2,468
-58
-2% -$2.38K ﹤0.01% 1616
2026
Q1 		$96.9K Sell
2,526
-24
-0.9% -$936 ﹤0.01% 1554
2025
Q4 		$98.8K Buy
+2,550
New +$97.1K ﹤0.01% 1502

Other funds holding MART

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AssetMark Inc's MART Position: Q2 2026 in Review

AssetMark Inc reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 2.3% in Q2 2026, selling an estimated $2.38K and leaving 2,468 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

AssetMark Inc first reported a position in MART in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold MART as of Q2 2026.

  • AssetMark Inc held 2,468 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $103K as of Q2 2026.
  • AssetMark Inc sold 58 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $2.38K.
  • AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1616 holding.
  • AssetMark Inc first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.