Cypress Wealth Services’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Cypress Wealth Services’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
2026 Q2	$399K	Hold	11,059	–	–	0.05%	276
2026 Q1	$377K	Hold	11,059	–	–	0.05%	263
2025 Q4	$380K	Hold	11,059	–	–	0.05%	250
2025 Q3	$372K	Hold	11,059	–	–	0.06%	211
2025 Q2	$360K	Buy	+11,059	New	+$346K	0.06%	206

Other funds holding MARW

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 11,059 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #276.

Cypress Wealth Services first reported a position in MARW in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Cypress Wealth Services held 11,059 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $399K as of Q2 2026.
Cypress Wealth Services left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #276 holding.
Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

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