Cypress Wealth Services’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Cypress Wealth Services’s Portfolio MART Stock Details MART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Hold	7,198	–	–	0.04%	340
2026 Q1	$276K	Hold	7,198	–	–	0.04%	322
2025 Q4	$279K	Hold	7,198	–	–	0.04%	317
2025 Q3	$271K	Hold	7,198	–	–	0.04%	272
2025 Q2	$258K	Buy	+7,198	New	+$244K	0.05%	260

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cypress Wealth Services's MART Position: Q2 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) position steady in Q2 2026 at 7,198 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #340.

Cypress Wealth Services first reported a position in MART in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Cypress Wealth Services held 7,198 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $302K as of Q2 2026.
Cypress Wealth Services left its AllianzIM U.S. Equity Buffer10 Mar ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Mar ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #340 holding.
Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.