Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
Other funds holding MART
NF
HI
Blue Bell Private Wealth Management's MART Position: Q2 2026 in Review
Blue Bell Private Wealth Management increased its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 15% in Q2 2026, buying an estimated $29.6K and bringing the position to 5,640 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #264.
Blue Bell Private Wealth Management first reported a position in MART in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.
- Blue Bell Private Wealth Management held 5,640 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $236K as of Q2 2026.
- Blue Bell Private Wealth Management bought 721 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $29.6K.
- AllianzIM U.S. Equity Buffer10 Mar ETF made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #264 holding.
- Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q2 2023 and has held it in 13 quarters since.
- 22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.