Creative Planning’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Creative Planning’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
2026 Q2	$248K	Hold	7,128	–	–	﹤0.01%	3725
2026 Q1	$241K	Hold	7,128	–	–	﹤0.01%	3602
2025 Q4	$239K	Hold	7,128	–	–	﹤0.01%	3412
2025 Q3	$235K	Hold	7,128	–	–	﹤0.01%	3344
2025 Q2	$229K	Hold	7,128	–	–	﹤0.01%	3116
2025 Q1	$218K	Buy	+7,128	New	+$219K	﹤0.01%	2992

Other funds holding MAYW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

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

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

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

Creative Planning's MAYW Position: Q2 2026 in Review

Creative Planning held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q2 2026 at 7,128 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3725.

Creative Planning first reported a position in MAYW in Q1 2025 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

Creative Planning held 7,128 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $248K as of Q2 2026.
Creative Planning left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3725 holding.
Creative Planning first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q1 2025 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.