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 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 $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

Creative Financial Designs's MARW Position: Q1 2026 in Review

Creative Financial Designs held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q1 2026 at 1,200 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Creative Financial Designs first reported a position in MARW in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.2K in Q4 2025. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

Creative Financial Designs held 1,200 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $40.9K as of Q1 2026.
Creative Financial Designs left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #965 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 9 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $41.2K in Q4 2025.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.