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Csenge Advisory Group’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Csenge Advisory Group’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
2024
Q3 		– Sell
-8,173
Closed -$241K – 741
2024
Q2 		$241K Sell
8,173
-1,359
-14% -$39.2K 0.01% 577
2024
Q1 		$274K Buy
+9,532
New +$269K 0.02% 576

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Csenge Advisory Group's MARW Position: Q3 2024 in Review

Csenge Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2024, closing a stake of 8,173 shares — an estimated $241K sold.

Csenge Advisory Group first reported a position in MARW in Q1 2024 and held it in 2 quarters. The position peaked at $274K in Q1 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q3 2024.

  • Csenge Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q3 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 8,173 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2024, an estimated $241K.
  • Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 2 quarters.
  • Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $274K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2024.

Based on Csenge Advisory Group's 13F filing for Q3 2024, filed 13 Nov 2024.