Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q2	–	Sell	-28	Closed	-$1K	–	5223
2025 Q1	$1K	Hold	28	–	–	﹤0.01%	4938
2024 Q4	$1K	Hold	28	–	–	﹤0.01%	4745
2024 Q3	$1K	Hold	28	–	–	﹤0.01%	4628
2024 Q2	$1K	Buy	+28	New	+$808	﹤0.01%	4415

Other funds holding MARW

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCM

Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MARW Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 28 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MARW in Q2 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 38 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 28 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $1K in Q1 2025.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.