Cetera Investment Advisers
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Cetera Investment Advisers’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Cetera Investment Advisers’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386K Sell
10,056
-26,496
-72% -$1.03M ﹤0.01% 3756
2025
Q4 		$1.42M Sell
36,552
-231
-0.6% -$8.8K ﹤0.01% 2528
2025
Q3 		$1.39M Buy
36,783
+6,838
+23% +$252K ﹤0.01% 2494
2025
Q2 		$1.08M Buy
29,945
+11,648
+64% +$395K ﹤0.01% 2321
2025
Q1 		$612K Buy
+18,297
New +$624K ﹤0.01% 2673
2024
Q2 		– Sell
-10,332
Closed -$315K – 3810
2024
Q1 		$315K Buy
+10,332
New +$308K ﹤0.01% 2990

Other funds holding MART

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return