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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Elevated Capital Advisors's MARW Position: Q2 2026 in Review

Elevated Capital Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2026: 2,280 shares worth $82.3K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in MARW as recently as Q4 2025.

Elevated Capital Advisors first reported a position in MARW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Elevated Capital Advisors held 2,280 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $82.3K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF was a new Elevated Capital Advisors position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #299 holding.
  • Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and has held it in 8 quarters since.
  • Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $1.1M in Q2 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.