Carmel Capital Partners’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Carmel Capital Partners’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	$278K	Buy	+8,000	New	+$276K	0.09%	109

Other funds holding MAYW

AWM

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

Carmel Capital Partners's MAYW Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q2 2026: 8,000 shares worth $278K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings.

74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

Carmel Capital Partners held 8,000 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $278K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 May ETF was a new Carmel Capital Partners position in Q2 2026.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.09% of Carmel Capital Partners's portfolio in Q2 2026, its #109 holding.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.