Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.39M	Buy	74,351 +687	+0.9%	+$21.3K	0.05%	371
2025 Q1	$2.26M	Sell	73,664 -4,145	-5%	-$128K	0.03%	588
2024 Q4	$2.37M	Sell	77,809 -7,430	-9%	-$226K	0.03%	583
2024 Q3	$2.56M	Sell	85,239 -15,036	-15%	-$443K	0.03%	542
2024 Q2	$2.92M	Buy	100,275 +16,428	+20%	+$468K	0.03%	498
2024 Q1	$2.34M	Sell	83,847 -32,973	-28%	-$909K	0.03%	581
2023 Q4	$3.17M	Sell	116,820 -23,137	-17%	-$608K	0.04%	448
2023 Q3	$3.6M	Sell	139,957 -4,113	-3%	-$107K	0.05%	380
2023 Q2	$3.73M	Buy	+144,070	New	+$3.64M	0.05%	369

Other funds holding MAYW

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

KAS

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

SWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Atria Wealth Solutions increased its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 0.93% in Q2 2025, buying an estimated $21.3K and bringing the position to 74,351 shares worth $2.39M. The position accounts for 0.05% of the portfolio, ranked #371.

Atria Wealth Solutions first reported a position in MAYW in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.73M in Q2 2023. 35 funds tracked by Wall St. Rank hold MAYW as of Q2 2025.

Atria Wealth Solutions held 74,351 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $2.39M as of Q2 2025.
Atria Wealth Solutions bought 687 AllianzIM U.S. Equity Buffer20 May ETF shares in Q2 2025, an estimated $21.3K.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #371 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $3.73M in Q2 2023.
35 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2025.

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