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 Q2	$29.8K	Hold	858	–	–	﹤0.01%	486
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

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

LAS

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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q2 2026 at 858 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Blue Bell Private Wealth Management first reported a position in MAYW in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.4K in Q4 2025. 74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

Blue Bell Private Wealth Management held 858 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $29.8K as of Q2 2026.
Blue Bell Private Wealth Management left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #486 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 12 quarters since.
Blue Bell Private Wealth Management's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $30.4K in Q4 2025.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

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