Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-329	Closed	-$10.2K	–	1218
2024 Q4	$10.2K	Hold	329	–	–	﹤0.01%	1107
2024 Q3	$10K	Sell	329 -58	-15%	-$1.73K	﹤0.01%	1084
2024 Q2	$11.4K	Buy	+387	New	+$11.2K	﹤0.01%	966

Other funds holding MARW

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FCM

Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coppell Advisory Solutions's MARW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2025, closing a stake of 329 shares — an estimated $10.2K sold.

Coppell Advisory Solutions first reported a position in MARW in Q2 2024 and held it in 3 quarters. The position peaked at $11.4K in Q2 2024. 39 funds tracked by Wall St. Rank hold MARW as of Q1 2025.

Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 329 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2025, an estimated $10.2K.
Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $11.4K in Q2 2024.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.