BCGM Wealth Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

BCGM Wealth Management’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
2026 Q2	$365K	Hold	10,108	–	–	0.08%	140
2026 Q1	$345K	Hold	10,108	–	–	0.09%	134
2025 Q4	$347K	Hold	10,108	–	–	0.09%	133
2025 Q3	$340K	Hold	10,108	–	–	0.09%	135
2025 Q2	$329K	Hold	10,108	–	–	0.09%	129
2025 Q1	$313K	Hold	10,108	–	–	0.1%	129
2024 Q4	$314K	Hold	10,108	–	–	0.1%	126
2024 Q3	$308K	Hold	10,108	–	–	0.1%	129
2024 Q2	$298K	Hold	10,108	–	–	0.1%	124
2024 Q1	$290K	Buy	+10,108	New	+$286K	0.1%	119

Other funds holding MARW

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

BCGM Wealth Management's MARW Position: Q2 2026 in Review

BCGM Wealth Management held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 10,108 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #140.

BCGM Wealth Management first reported a position in MARW in Q1 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

BCGM Wealth Management held 10,108 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $365K as of Q2 2026.
BCGM Wealth Management left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #140 holding.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.