Cetera Advisor Networks’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.7M	Buy	59,179 +34,358	+138%	+$971K	0.01%	1118
2023 Q4	$694K	Hold	24,821	–	–	﹤0.01%	1629
2023 Q3	$659K	Sell	24,821 -2,000	-7%	-$53.5K	﹤0.01%	1575
2023 Q2	$714K	Hold	26,821	–	–	0.01%	1477
2023 Q1	$684K	Buy	+26,821	New	+$673K	0.01%	1475

Other funds holding MARW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AWS

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

Cetera Advisor Networks's MARW Position: Q1 2024 in Review

Cetera Advisor Networks increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 138% in Q1 2024, buying an estimated $971K and bringing the position to 59,179 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #1118.

Cetera Advisor Networks first reported a position in MARW in Q1 2023 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold MARW as of Q1 2024.

Cetera Advisor Networks held 59,179 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.7M as of Q1 2024.
Cetera Advisor Networks bought 34,358 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2024, an estimated $971K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1118 holding.
Cetera Advisor Networks first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.