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 Q3	$373K	Hold	10,108	–	–	0.07%	143
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

BCGM Wealth Management's MARW Position: Q3 2026 in Review

BCGM Wealth Management held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q3 2026 at 10,108 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #143.

BCGM Wealth Management first reported a position in MARW in Q1 2024 and has held it in 11 quarters since. 33 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

BCGM Wealth Management held 10,108 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $373K as of Q3 2026.
BCGM Wealth Management left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.07% of BCGM Wealth Management's portfolio in Q3 2026, its #143 holding.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 11 quarters since.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.