Commonwealth Equity Services’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Commonwealth Equity Services’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 Q2	$8.37M	Sell	231,904 -3,397	-1%	-$121K	0.01%	1057
2026 Q1	$8.02M	Buy	235,301 +19,244	+9%	+$664K	0.01%	1024
2025 Q4	$7.42M	Sell	216,057 -16,027	-7%	-$543K	0.01%	1068
2025 Q3	$7.8M	Sell	232,084 -52,783	-19%	-$1.75M	0.01%	1065
2025 Q2	$9.27M	Buy	284,867 +83,286	+41%	+$2.61M	0.01%	961
2025 Q1	$6.25M	Buy	201,581 +68,261	+51%	+$2.14M	0.01%	1139
2024 Q4	$4.14M	Sell	133,320 -21,569	-14%	-$665K	0.01%	1363
2024 Q3	$4.71M	Sell	154,889 -41,265	-21%	-$1.23M	0.01%	1255
2024 Q2	$5.79M	Buy	196,154 +3,546	+2%	+$102K	0.01%	1105
2024 Q1	$5.53M	Buy	192,608 +119,267	+163%	+$3.37M	0.01%	1104
2023 Q4	$2.05M	Sell	73,341 -47,222	-39%	-$1.28M	﹤0.01%	1678
2023 Q3	$3.2M	Sell	120,563 -8,773	-7%	-$235K	0.01%	1294
2023 Q2	$3.44M	Sell	129,336 -4,235	-3%	-$110K	0.01%	1271
2023 Q1	$3.4M	Buy	+133,571	New	+$3.35M	0.01%	1221

Other funds holding MARW

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

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

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

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 1.4% in Q2 2026, selling an estimated $121K and leaving 231,904 shares worth $8.37M. The position accounts for 0.01% of the portfolio, ranked #1057.

Commonwealth Equity Services first reported a position in MARW in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.27M in Q2 2025. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Commonwealth Equity Services held 231,904 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $8.37M as of Q2 2026.
Commonwealth Equity Services sold 3,397 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $121K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1057 holding.
Commonwealth Equity Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $9.27M in Q2 2025.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

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