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Epic Trust Investment Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Epic Trust Investment Advisors’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
Q2 		$251K Hold
8,500
– – 0.28% 93
2024
Q1 		$244K Buy
+8,500
New +$240K 0.3% 95

Other funds holding MARW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Epic Trust Investment Advisors's MARW Position: Q2 2024 in Review

Epic Trust Investment Advisors held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2024 at 8,500 shares worth $251K. The position accounts for 0.28% of the portfolio, ranked #93.

Epic Trust Investment Advisors first reported a position in MARW in Q1 2024 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MARW as of Q2 2024.

  • Epic Trust Investment Advisors held 8,500 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $251K as of Q2 2024.
  • Epic Trust Investment Advisors left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2024.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.28% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #93 holding.
  • Epic Trust Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.