Compass Financial Management
MAYW icon

Compass Financial Management’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Compass Financial Management’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.31K Hold
65
– – ﹤0.01% 1433
2026
Q2 		$2.29K Buy
+65
New +$2.24K ﹤0.01% 1299

Other funds holding MAYW

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Compass Financial Management's MAYW Position: Q3 2026 in Review

Compass Financial Management held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q3 2026 at 65 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Compass Financial Management first reported a position in MAYW in Q2 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold MAYW as of Q3 2026.

  • Compass Financial Management held 65 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $2.31K as of Q3 2026.
  • Compass Financial Management left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1433 holding.
  • Compass Financial Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.