Concurrent Investment Advisors
MARW icon

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
Q2 		$471K Hold
13,042
– – ﹤0.01% 1440
2026
Q1 		$445K Buy
+13,042
New +$450K ﹤0.01% 1277

Other funds holding MARW

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
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Concurrent Investment Advisors's MARW Position: Q2 2026 in Review

Concurrent Investment Advisors held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 13,042 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Concurrent Investment Advisors first reported a position in MARW in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Concurrent Investment Advisors held 13,042 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $471K as of Q2 2026.
  • Concurrent Investment Advisors left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1440 holding.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.