DLHL
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Donald L. Hagan LLC’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Donald L. Hagan LLC’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
Q4 		– Sell
-57,888
Closed -$1.76M – 97
2024
Q3 		$1.76M Buy
57,888
+9,870
+21% +$295K 0.9% 22
2024
Q2 		$1.42M Sell
48,018
-3,945
-8% -$114K 0.75% 30
2024
Q1 		$1.49M Buy
+51,963
New +$1.47M 0.78% 32

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Donald L. Hagan LLC's MARW Position: Q4 2024 in Review

Donald L. Hagan LLC sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q4 2024, closing a stake of 57,888 shares — an estimated $1.76M sold.

Donald L. Hagan LLC first reported a position in MARW in Q1 2024 and held it in 3 quarters. The position peaked at $1.76M in Q3 2024. 37 funds tracked by Wall St. Rank hold MARW as of Q4 2024.

  • Donald L. Hagan LLC reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q4 2024 after selling out during the quarter.
  • Donald L. Hagan LLC sold 57,888 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q4 2024, an estimated $1.76M.
  • Donald L. Hagan LLC first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 3 quarters.
  • Donald L. Hagan LLC's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $1.76M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q4 2024.

Based on Donald L. Hagan LLC's 13F filing for Q4 2024, filed 23 Jan 2025.