Commonwealth Equity Services
MART icon

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return