Envestnet Asset Management’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Envestnet Asset Management’s Portfolio MART Stock Details MART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$638K	Buy	15,213 +1,903	+14%	+$78.1K	﹤0.01%	3912
2026 Q1	$511K	Sell	13,310 -26,375	-66%	-$1.03M	﹤0.01%	3926
2025 Q4	$1.54M	Sell	39,685 -495	-1%	-$18.9K	﹤0.01%	3018
2025 Q3	$1.51M	Buy	40,180 +6,314	+19%	+$232K	﹤0.01%	3074
2025 Q2	$1.22M	Buy	33,866 +12,242	+57%	+$416K	﹤0.01%	3160
2025 Q1	$724K	Buy	21,624 +11,189	+107%	+$382K	﹤0.01%	3390
2024 Q4	$352K	Sell	10,435 -186	-2%	-$6.23K	﹤0.01%	3801
2024 Q3	$349K	Sell	10,621 -3,914	-27%	-$125K	﹤0.01%	3734
2024 Q2	$459K	Sell	14,535 -20,670	-59%	-$633K	﹤0.01%	3509
2024 Q1	$1.07M	Buy	+35,205	New	+$1.05M	﹤0.01%	2979

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management's MART Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 14% in Q2 2026, buying an estimated $78.1K and bringing the position to 15,213 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #3912.

Envestnet Asset Management first reported a position in MART in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.54M in Q4 2025. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Envestnet Asset Management held 15,213 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $638K as of Q2 2026.
Envestnet Asset Management bought 1,903 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $78.1K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3912 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $1.54M in Q4 2025.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.