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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return