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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management's MARW Position: Q1 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 29% in Q1 2026, buying an estimated $209K and bringing the position to 26,923 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #3519.

Envestnet Asset Management first reported a position in MARW in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.05M in Q3 2024. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

Envestnet Asset Management held 26,923 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $918K as of Q1 2026.
Envestnet Asset Management bought 6,065 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $209K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3519 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 9 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $6.05M in Q3 2024.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.