Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MAYT Stock Details MAYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$171K	Sell	4,629 -891	-16%	-$33.1K	﹤0.01%	2852
2025 Q4	$204K	Hold	5,520	–	–	﹤0.01%	2563
2025 Q3	$199K	Sell	5,520 -5	-0.1%	-$177	﹤0.01%	2448
2025 Q2	$193K	Hold	5,525	–	–	﹤0.01%	2209
2025 Q1	$181K	Hold	5,525	–	–	﹤0.01%	1987
2024 Q4	$183K	Hold	5,525	–	–	﹤0.01%	1883
2024 Q3	$180K	Hold	5,525	–	–	﹤0.01%	1812
2024 Q2	$173K	Hold	5,525	–	–	﹤0.01%	1662
2024 Q1	$163K	Sell	5,525 -375	-6%	-$10.8K	﹤0.01%	1611
2023 Q4	$165K	Hold	5,900	–	–	﹤0.01%	1503
2023 Q3	$152K	Hold	5,900	–	–	﹤0.01%	1421
2023 Q2	$155K	Buy	+5,900	New	+$150K	﹤0.01%	1354

Other funds holding MAYT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 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

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MAYT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 16% in Q1 2026, selling an estimated $33.1K and leaving 4,629 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Carson Wealth (CWM LLC) first reported a position in MAYT in Q2 2023 and has held it in 12 quarters since. The position peaked at $204K in Q4 2025. 19 funds tracked by Wall St. Rank hold MAYT as of Q1 2026.

Carson Wealth (CWM LLC) held 4,629 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $171K as of Q1 2026.
Carson Wealth (CWM LLC) sold 891 AllianzIM U.S. Equity Buffer10 May ETF shares in Q1 2026, an estimated $33.1K.
AllianzIM U.S. Equity Buffer10 May ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2852 holding.
Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 May ETF position peaked at $204K in Q4 2025.
19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.