B. Riley Wealth Advisors’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

B. Riley Wealth Advisors’s Portfolio MAYT Stock Details MAYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,125	Closed	-$332K	–	1248
2025 Q1	$332K	Hold	10,125	–	–	0.01%	926
2024 Q4	$336K	Hold	10,125	–	–	0.01%	830
2024 Q3	$329K	Hold	10,125	–	–	0.01%	907
2024 Q2	$318K	Hold	10,125	–	–	0.01%	1006
2024 Q1	$261K	Hold	10,125	–	–	0.01%	1118
2023 Q4	$284K	Hold	10,125	–	–	0.01%	1083
2023 Q3	$261K	Hold	10,125	–	–	0.01%	1118
2023 Q2	$266K	Buy	+10,125	New	+$257K	0.01%	1188

Other funds holding MAYT

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's MAYT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 May ETF (MAYT) in Q2 2025, closing a stake of 10,125 shares — an estimated $332K sold.

B. Riley Wealth Advisors first reported a position in MAYT in Q2 2023 and held it in 8 quarters. The position peaked at $336K in Q4 2024. 22 funds tracked by Wall St. Rank hold MAYT as of Q2 2025.

B. Riley Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 May ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,125 AllianzIM U.S. Equity Buffer10 May ETF shares in Q2 2025, an estimated $332K.
B. Riley Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2023 and held it in 8 quarters.
B. Riley Wealth Advisors's AllianzIM U.S. Equity Buffer10 May ETF position peaked at $336K in Q4 2024.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.