Envestnet Asset Management
MARW icon

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

Envestnet 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
2026
Q2 		$1.03M Buy
28,498
+1,575
+6% +$56.1K ﹤0.01% 3616
2026
Q1 		$918K Buy
26,923
+6,065
+29% +$209K ﹤0.01% 3519
2025
Q4 		$716K Sell
20,858
-2,167
-9% -$73.4K ﹤0.01% 3460
2025
Q3 		$774K Sell
23,025
-493
-2% -$16.3K ﹤0.01% 3475
2025
Q2 		$765K Sell
23,518
-3,152
-12% -$98.7K ﹤0.01% 3425
2025
Q1 		$826K Buy
26,670
+10,651
+66% +$334K ﹤0.01% 3317
2024
Q4 		$497K Sell
16,019
-182,862
-92% -$5.64M ﹤0.01% 3586
2024
Q3 		$6.05M Buy
198,881
+5,294
+3% +$158K ﹤0.01% 1978
2024
Q2 		$5.71M Buy
193,587
+10,722
+6% +$309K ﹤0.01% 1932
2024
Q1 		$5.25M Buy
+182,865
New +$5.17M ﹤0.01% 1942

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

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

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 5.9% in Q2 2026, buying an estimated $56.1K and bringing the position to 28,498 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

Envestnet Asset Management first reported a position in MARW in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.05M in Q3 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Envestnet Asset Management held 28,498 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.03M as of Q2 2026.
  • Envestnet Asset Management bought 1,575 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $56.1K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3616 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $6.05M in Q3 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

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