Cetera Investment Advisers
MARW icon

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

Cetera Investment Advisers’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
2026
Q1 		$3.14M Buy
92,049
+9,011
+11% +$311K ﹤0.01% 1857
2025
Q4 		$2.85M Buy
83,038
+2,674
+3% +$90.6K ﹤0.01% 1900
2025
Q3 		$2.7M Buy
80,364
+2,691
+3% +$89K ﹤0.01% 1910
2025
Q2 		$2.53M Buy
77,673
+6,746
+10% +$211K ﹤0.01% 1680
2025
Q1 		$2.2M Sell
70,927
-19,057
-21% -$597K ﹤0.01% 1681
2024
Q4 		$2.79M Sell
89,984
-106
-0.1% -$3.27K 0.01% 1408
2024
Q3 		$2.74M Sell
90,090
-22,455
-20% -$670K 0.01% 1381
2024
Q2 		$3.32M Sell
112,545
-1,588
-1% -$45.8K 0.01% 1229
2024
Q1 		$3.28M Buy
+114,133
New +$3.23M 0.01% 1227

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return