Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Creative Financial Designs’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	$114K	Buy	3,158 +1,958	+163%	+$69.7K	0.01%	761
2026 Q1	$40.9K	Hold	1,200	–	–	﹤0.01%	965
2025 Q4	$41.2K	Hold	1,200	–	–	﹤0.01%	936
2025 Q3	$40.3K	Hold	1,200	–	–	﹤0.01%	925
2025 Q2	$39K	Hold	1,200	–	–	﹤0.01%	942
2025 Q1	$37.2K	Hold	1,200	–	–	﹤0.01%	925
2024 Q4	$37.3K	Hold	1,200	–	–	﹤0.01%	889
2024 Q3	$36.5K	Hold	1,200	–	–	﹤0.01%	878
2024 Q2	$35.4K	Hold	1,200	–	–	﹤0.01%	852
2024 Q1	$34.5K	Buy	+1,200	New	+$33.9K	﹤0.01%	829

Other funds holding MARW

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Creative Financial Designs's MARW Position: Q2 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 163% in Q2 2026, buying an estimated $69.7K and bringing the position to 3,158 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #761.

Creative Financial Designs first reported a position in MARW in Q1 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Creative Financial Designs held 3,158 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $114K as of Q2 2026.
Creative Financial Designs bought 1,958 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $69.7K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #761 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.