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
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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWS

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

AWM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

B. Riley Wealth Advisors's MAYT Position: Q4 2024 in Review

B. Riley Wealth Advisors held its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) position steady in Q4 2024 at 10,125 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #830.

B. Riley Wealth Advisors first reported a position in MAYT in Q2 2023 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold MAYT as of Q4 2024.

B. Riley Wealth Advisors held 10,125 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $336K as of Q4 2024.
B. Riley Wealth Advisors left its AllianzIM U.S. Equity Buffer10 May ETF share count unchanged in Q4 2024.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #830 holding.
B. Riley Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2023 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.