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Brown Financial Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Brown Financial Advisors’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
2024
Q3 		– Sell
-128,543
Closed -$3.79M – 181
2024
Q2 		$3.79M Buy
+128,543
New +$3.71M 1.7% 10

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Brown Financial Advisors's MARW Position: Q3 2024 in Review

Brown Financial Advisors sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2024, closing a stake of 128,543 shares — an estimated $3.79M sold.

Brown Financial Advisors first reported a position in MARW in Q2 2024 and held it in 1 quarter. The position peaked at $3.79M in Q2 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q3 2024.

  • Brown Financial Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 128,543 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2024, an estimated $3.79M.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $3.79M in Q2 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.