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

Cetera Advisors’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	$314K	Buy	+10,920	New	+$309K	﹤0.01%	1909

Other funds holding MARW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AWS

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

Cetera Advisors's MARW Position: Q1 2024 in Review

Cetera Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2024: 10,920 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings.

42 funds tracked by Wall St. Rank hold MARW as of Q1 2024.

Cetera Advisors held 10,920 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $314K as of Q1 2024.
AllianzIM U.S. Equity Buffer20 Mar ETF was a new Cetera Advisors position in Q1 2024.
AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1909 holding.
42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2024.

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