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Belpointe Asset Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-5,507
Closed -$140K – 2183
2023
Q1 		$140K Buy
+5,507
New +$138K 0.01% 1114

Other funds holding MARW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Belpointe Asset Management's MARW Position: Q2 2023 in Review

Belpointe Asset Management sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2023, closing a stake of 5,507 shares — an estimated $140K sold.

Belpointe Asset Management first reported a position in MARW in Q1 2023 and held it in 1 quarter. The position peaked at $140K in Q1 2023. 11 funds tracked by Wall St. Rank hold MARW as of Q2 2023.

  • Belpointe Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 5,507 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2023, an estimated $140K.
  • Belpointe Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $140K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.