Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Atria Wealth Solutions’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 Q2	$1.24M	Sell	38,212 -30,750	-45%	-$963K	0.03%	564
2025 Q1	$2.14M	Buy	68,962 +967	+1%	+$30.3K	0.03%	606
2024 Q4	$2.11M	Sell	67,995 -22,773	-25%	-$702K	0.02%	624
2024 Q3	$2.76M	Sell	90,768 -24,136	-21%	-$720K	0.03%	520
2024 Q2	$3.39M	Buy	114,904 +10,085	+10%	+$291K	0.04%	444
2024 Q1	$3.01M	Buy	+104,819	New	+$2.96M	0.03%	496

Other funds holding MARW

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

KAS

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

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

FCM

Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return

SWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Atria Wealth Solutions reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 45% in Q2 2025, selling an estimated $963K and leaving 38,212 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #564.

Atria Wealth Solutions first reported a position in MARW in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.39M in Q2 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

Atria Wealth Solutions held 38,212 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.24M as of Q2 2025.
Atria Wealth Solutions sold 30,750 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $963K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #564 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 6 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $3.39M in Q2 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

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