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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Elevated Capital Advisors's MARW Position: Q1 2026 in Review

Elevated Capital Advisors sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2026, closing a stake of 15,735 shares — an estimated $540K sold.

Elevated Capital Advisors first reported a position in MARW in Q2 2024 and held it in 7 quarters. The position peaked at $1.1M in Q2 2024. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • Elevated Capital Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q1 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 15,735 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $540K.
  • Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 7 quarters.
  • Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $1.1M in Q2 2024.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.