Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Elevated Capital Advisors’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	$84.1K	Hold	2,280	–	–	0.03%	232
2026 Q2	$82.3K	Buy	+2,280	New	+$81.2K	0.02%	299
2026 Q1	–	Sell	-15,735	Closed	-$540K	–	865
2025 Q4	$540K	Buy	15,735 +324	+2%	+$11K	0.13%	190
2025 Q3	$518K	Buy	15,411 +211	+1%	+$6.98K	0.13%	189
2025 Q2	$471K	Hold	15,200	–	–	0.13%	194
2025 Q1	$471K	Sell	15,200 -621	-4%	-$19.5K	0.13%	194
2024 Q4	$491K	Sell	15,821 -1,807	-10%	-$55.7K	0.13%	192
2024 Q3	$537K	Sell	17,628 -19,651	-53%	-$586K	0.14%	199
2024 Q2	$1.1M	Buy	+37,279	New	+$1.08M	0.31%	80

Other funds holding MARW

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 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

Elevated Capital Advisors's MARW Position: Q3 2026 in Review

Elevated Capital Advisors held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q3 2026 at 2,280 shares worth $84.1K. The position accounts for 0.03% of the portfolio, ranked #232.

Elevated Capital Advisors first reported a position in MARW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q2 2024. 45 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

Elevated Capital Advisors held 2,280 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $84.1K as of Q3 2026.
Elevated Capital Advisors left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #232 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $1.1M in Q2 2024.
45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.