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 Q3	$410K	Hold	11,059	–	–	0.05%	275
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Cypress Wealth Services's MARW Position: Q3 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q3 2026 at 11,059 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #275.

Cypress Wealth Services first reported a position in MARW in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

Cypress Wealth Services held 11,059 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $410K as of Q3 2026.
Cypress Wealth Services left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #275 holding.
Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2025 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.