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Capital Investment Advisory Services’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Capital Investment Advisory Services’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
2026
Q2 		$76.9K Hold
2,129
– – ﹤0.01% 861
2026
Q1 		$72.6K Hold
2,129
– – 0.01% 788
2025
Q4 		$73.1K Buy
+2,129
New +$72.1K 0.01% 755

Other funds holding MARW

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Capital Investment Advisory Services's MARW Position: Q2 2026 in Review

Capital Investment Advisory Services held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 2,129 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Capital Investment Advisory Services first reported a position in MARW in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Capital Investment Advisory Services held 2,129 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $76.9K as of Q2 2026.
  • Capital Investment Advisory Services left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #861 holding.
  • Capital Investment Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.