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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
Q2 		$2.29K Buy
+65
New +$2.24K ﹤0.01% 1299

Other funds holding MAYW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Compass Financial Management's MAYW Position: Q2 2026 in Review

Compass Financial Management opened a new position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q2 2026: 65 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings.

74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

  • Compass Financial Management held 65 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $2.29K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF was a new Compass Financial Management position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1299 holding.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.