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 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

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

Allianz Munich, Germany $9.02B AUM 28.63% 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

KAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Creative Planning's MAYW Position: Q1 2026 in Review

Creative Planning held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q1 2026 at 7,128 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Creative Planning first reported a position in MAYW in Q1 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold MAYW as of Q1 2026.

Creative Planning held 7,128 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $241K as of Q1 2026.
Creative Planning left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3602 holding.
Creative Planning first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q1 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.