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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29K	Sell	858 -48	-5%	-$1.62K	﹤0.01%	475
2025 Q4	$30.4K	Sell	906 -9	-1%	-$299	﹤0.01%	452
2025 Q3	$30.2K	Hold	915	–	–	﹤0.01%	443
2025 Q2	$29.4K	Buy	915 +492	+116%	+$15.2K	﹤0.01%	435
2025 Q1	$13K	Hold	423	–	–	﹤0.01%	495
2024 Q4	$12.9K	Hold	423	–	–	﹤0.01%	476
2024 Q3	$12.7K	Hold	423	–	–	﹤0.01%	498
2024 Q2	$12.3K	Hold	423	–	–	﹤0.01%	499
2024 Q1	$11.8K	Hold	423	–	–	﹤0.01%	506
2023 Q4	$11.5K	Hold	423	–	–	﹤0.01%	480
2023 Q3	$10.9K	Buy	+423	New	+$11K	﹤0.01%	415

Other funds holding MAYW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

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

Blue Bell Private Wealth Management reduced its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 5.3% in Q1 2026, selling an estimated $1.62K and leaving 858 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Blue Bell Private Wealth Management first reported a position in MAYW in Q3 2023 and has held it in 11 quarters since. The position peaked at $30.4K in Q4 2025. 38 funds tracked by Wall St. Rank hold MAYW as of Q1 2026.

Blue Bell Private Wealth Management held 858 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $29K as of Q1 2026.
Blue Bell Private Wealth Management sold 48 AllianzIM U.S. Equity Buffer20 May ETF shares in Q1 2026, an estimated $1.62K.
AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #475 holding.
Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q3 2023 and has held it in 11 quarters since.
Blue Bell Private Wealth Management's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $30.4K in Q4 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q1 2026.

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