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 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 $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BCGM Wealth Management's MARW Position: Q1 2026 in Review

BCGM Wealth Management held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q1 2026 at 10,108 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #134.

BCGM Wealth Management first reported a position in MARW in Q1 2024 and has held it in 9 quarters since. The position peaked at $347K in Q4 2025. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

BCGM Wealth Management held 10,108 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $345K as of Q1 2026.
BCGM Wealth Management left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.09% of BCGM Wealth Management's portfolio in Q1 2026, its #134 holding.
BCGM Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 9 quarters since.
BCGM Wealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $347K in Q4 2025.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.