Concurrent Investment Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Concurrent Investment Advisors’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 Q1	$445K	Buy	+13,042	New	+$450K	﹤0.01%	1277

Other funds holding MARW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Concurrent Investment Advisors's MARW Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2026: 13,042 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

Concurrent Investment Advisors held 13,042 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $445K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF was a new Concurrent Investment Advisors position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1277 holding.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.