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Encompass More Asset Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Encompass More Asset Management’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
-69,695
Closed -$2.12M – 209
2024
Q3 		$2.12M Buy
69,695
+45,647
+190% +$1.36M 0.81% 36
2024
Q2 		$710K Buy
24,048
+4,208
+21% +$121K 0.51% 44
2024
Q1 		$570K Buy
+19,840
New +$561K 0.47% 50

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

Encompass More Asset Management's MARW Position: Q4 2024 in Review

Encompass More Asset Management sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q4 2024, closing a stake of 69,695 shares — an estimated $2.12M sold.

Encompass More Asset Management first reported a position in MARW in Q1 2024 and held it in 3 quarters. The position peaked at $2.12M in Q3 2024. 37 funds tracked by Wall St. Rank hold MARW as of Q4 2024.

  • Encompass More Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 69,695 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q4 2024, an estimated $2.12M.
  • Encompass More Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 3 quarters.
  • Encompass More Asset Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $2.12M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.