APW
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Atlantic Private Wealth’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Atlantic Private Wealth’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,750
Closed -$45.3K – 116
2023
Q2 		$45.3K Buy
+1,750
New +$44.3K 0.05% 61

Other funds holding MAYW

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Atlantic Private Wealth's MAYW Position: Q3 2023 in Review

Atlantic Private Wealth sold out of AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q3 2023, closing a stake of 1,750 shares — an estimated $45.3K sold.

Atlantic Private Wealth first reported a position in MAYW in Q2 2023 and held it in 1 quarter. The position peaked at $45.3K in Q2 2023. 26 funds tracked by Wall St. Rank hold MAYW as of Q3 2023.

  • Atlantic Private Wealth reported no remaining AllianzIM U.S. Equity Buffer20 May ETF position as of Q3 2023 after selling out during the quarter.
  • Atlantic Private Wealth sold 1,750 AllianzIM U.S. Equity Buffer20 May ETF shares in Q3 2023, an estimated $45.3K.
  • Atlantic Private Wealth first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and held it in 1 quarter.
  • Atlantic Private Wealth's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $45.3K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2023.

Based on Atlantic Private Wealth's 13F filing for Q3 2023, filed 9 Nov 2023.