Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Commonwealth Equity Services’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 Q2	$2.74M	Sell	65,277 -2,604	-4%	-$107K	﹤0.01%	1849
2026 Q1	$2.6M	Buy	67,881 +4,488	+7%	+$175K	﹤0.01%	1790
2025 Q4	$2.46M	Sell	63,393 -4,986	-7%	-$190K	﹤0.01%	1817
2025 Q3	$2.58M	Sell	68,379 -11,546	-14%	-$425K	﹤0.01%	1806
2025 Q2	$2.87M	Buy	79,925 +54,977	+220%	+$1.87M	﹤0.01%	1727
2025 Q1	$835K	Sell	24,948 -5,139	-17%	-$175K	﹤0.01%	2608
2024 Q4	$1.01M	Sell	30,087 -32,804	-52%	-$1.1M	﹤0.01%	2374
2024 Q3	$2.07M	Sell	62,891 -29,002	-32%	-$928K	﹤0.01%	1785
2024 Q2	$2.9M	Buy	91,893 +4,461	+5%	+$137K	﹤0.01%	1554
2024 Q1	$2.67M	Buy	+87,432	New	+$2.6M	﹤0.01%	1580

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's MART Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 3.8% in Q2 2026, selling an estimated $107K and leaving 65,277 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Commonwealth Equity Services first reported a position in MART in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.9M in Q2 2024. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Commonwealth Equity Services held 65,277 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $2.74M as of Q2 2026.
Commonwealth Equity Services sold 2,604 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $107K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1849 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $2.9M in Q2 2024.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.