Consolidated Portfolio Review Corp’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-8,247	Closed	-$272K	–	249
2025 Q3	$272K	Sell	8,247 -309	-4%	-$10.1K	0.03%	393
2025 Q2	$275K	Buy	+8,556	New	+$265K	0.04%	369

Other funds holding MAYW

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

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 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

KAS

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Consolidated Portfolio Review Corp's MAYW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q4 2025, closing a stake of 8,247 shares — an estimated $272K sold.

Consolidated Portfolio Review Corp first reported a position in MAYW in Q2 2025 and held it in 2 quarters. The position peaked at $275K in Q2 2025. 36 funds tracked by Wall St. Rank hold MAYW as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining AllianzIM U.S. Equity Buffer20 May ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 8,247 AllianzIM U.S. Equity Buffer20 May ETF shares in Q4 2025, an estimated $272K.
Consolidated Portfolio Review Corp first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2025 and held it in 2 quarters.
Consolidated Portfolio Review Corp's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $275K in Q2 2025.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.