Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$711K	Sell	19,793 -1,139	-5%	-$38.7K	0.02%	773
2025 Q1	$701K	Buy	20,932 +9,384	+81%	+$320K	0.01%	1032
2024 Q4	$389K	Sell	11,548 -12,433	-52%	-$416K	﹤0.01%	1402
2024 Q3	$789K	Sell	23,981 -1,455	-6%	-$46.5K	0.01%	1017
2024 Q2	$804K	Buy	25,436 +2,998	+13%	+$91.8K	0.01%	999
2024 Q1	$685K	Buy	+22,438	New	+$668K	0.01%	1096

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

KAS

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atria Wealth Solutions's MART Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 5.4% in Q2 2025, selling an estimated $38.7K and leaving 19,793 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #773.

Atria Wealth Solutions first reported a position in MART in Q1 2024 and has held it in 6 quarters since. The position peaked at $804K in Q2 2024. 22 funds tracked by Wall St. Rank hold MART as of Q2 2025.

Atria Wealth Solutions held 19,793 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $711K as of Q2 2025.
Atria Wealth Solutions sold 1,139 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2025, an estimated $38.7K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #773 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2024 and has held it in 6 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $804K in Q2 2024.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.