Cambridge Investment Research Advisors
MART icon

Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Cambridge Investment Research Advisors’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.01M Buy
130,632
+12,281
+10% +$479K 0.01% 965
2025
Q4 		$4.58M Sell
118,351
-7,923
-6% -$302K 0.01% 980
2025
Q3 		$4.76M Sell
126,274
-15,051
-11% -$554K 0.01% 945
2025
Q2 		$5.08M Sell
141,325
-27,534
-16% -$935K 0.02% 844
2025
Q1 		$5.65M Sell
168,859
-2,440
-1% -$83.2K 0.02% 745
2024
Q4 		$5.77M Sell
171,299
-1,413
-0.8% -$47.3K 0.02% 723
2024
Q3 		$5.68M Buy
172,712
+623
+0.4% +$19.9K 0.02% 739
2024
Q2 		$5.44M Sell
172,089
-2,632
-2% -$80.6K 0.02% 711
2024
Q1 		$5.33M Buy
+174,721
New +$5.2M 0.02% 706

Other funds holding MART

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return