Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q2	–	Sell	-10,139	Closed	-$314K	–	1607
2025 Q1	$314K	Sell	10,139 -8,706	-46%	-$273K	﹤0.01%	1266
2024 Q4	$585K	Buy	18,845 +95	+0.5%	+$2.93K	﹤0.01%	1163
2024 Q3	$571K	Sell	18,750 -237	-1%	-$7.07K	﹤0.01%	1131
2024 Q2	$560K	Buy	18,987 +814	+4%	+$23.5K	﹤0.01%	1093
2024 Q1	$522K	Buy	+18,173	New	+$514K	﹤0.01%	1105

Other funds holding MARW

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FCM

Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Envestnet Portfolio Solutions's MARW Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 10,139 shares — an estimated $314K sold.

Envestnet Portfolio Solutions first reported a position in MARW in Q1 2024 and held it in 5 quarters. The position peaked at $585K in Q4 2024. 37 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 10,139 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $314K.
Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 5 quarters.
Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $585K in Q4 2024.
37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.