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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.1K Hold
501
– – ﹤0.01% 533
2026
Q1
$17.1K Buy
+501
New +$17.3K ﹤0.01% 520

Other funds holding MARW

Blue Bell Private Wealth Management's MARW Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 501 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Blue Bell Private Wealth Management first reported a position in MARW in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Blue Bell Private Wealth Management held 501 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $18.1K as of Q2 2026.
  • Blue Bell Private Wealth Management left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.