Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio MAYT Stock Details MAYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Buy	12,835 +79	+0.6%	+$3.03K	0.06%	187
2026 Q1	$472K	Sell	12,756 -80	-0.6%	-$2.97K	0.07%	172
2025 Q4	$474K	Sell	12,836 -269	-2%	-$9.8K	0.07%	166
2025 Q3	$473K	Sell	13,105 -149	-1%	-$5.29K	0.07%	159
2025 Q2	$462K	Buy	13,254 +6,301	+91%	+$209K	0.08%	145
2025 Q1	$228K	Sell	6,953 -100	-1%	-$3.35K	0.04%	205
2024 Q4	$234K	Sell	7,053 -11	-0.2%	-$363	0.04%	192
2024 Q3	$230K	Hold	7,064	–	–	0.04%	200
2024 Q2	$222K	Hold	7,064	–	–	0.05%	187
2024 Q1	$208K	Sell	7,064 -25	-0.4%	-$720	0.04%	181
2023 Q4	$199K	Sell	7,089 -54	-0.8%	-$1.44K	0.05%	168
2023 Q3	$184K	Buy	+7,143	New	+$189K	0.05%	149

Other funds holding MAYT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Blue Bell Private Wealth Management increased its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 0.62% in Q2 2026, buying an estimated $3.03K and bringing the position to 12,835 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #187.

Blue Bell Private Wealth Management first reported a position in MAYT in Q3 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold MAYT as of Q2 2026.

Blue Bell Private Wealth Management held 12,835 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $501K as of Q2 2026.
Blue Bell Private Wealth Management bought 79 AllianzIM U.S. Equity Buffer10 May ETF shares in Q2 2026, an estimated $3.03K.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #187 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q3 2023 and has held it in 12 quarters since.
51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q2 2026.

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