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

Blue Bell Private 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 		$17.1K Buy
+501
New +$17.3K ﹤0.01% 520

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Blue Bell Private Wealth Management's MARW Position: Q1 2026 in Review

Blue Bell Private Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2026: 501 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • Blue Bell Private Wealth Management held 501 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $17.1K as of Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF was a new Blue Bell Private Wealth Management position in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #520 holding.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.