Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Farther Finance 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
2026 Q2	$1.08M	Sell	29,908 -571	-2%	-$20.3K	0.01%	1050
2026 Q1	$1.04M	Buy	30,479 +6,391	+27%	+$220K	0.01%	940
2025 Q4	$827K	Sell	24,088 -6,671	-22%	-$226K	0.01%	997
2025 Q3	$1.03M	Buy	30,759 +753	+3%	+$24.9K	0.02%	708
2025 Q2	$976K	Buy	30,006 +343	+1%	+$10.7K	0.02%	598
2025 Q1	$921K	Buy	29,663 +22,879	+337%	+$717K	0.02%	540
2024 Q4	$211K	Hold	6,784	–	–	0.01%	966
2024 Q3	$207K	Buy	+6,784	New	+$202K	0.01%	978

Other funds holding MARW

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Farther Finance Advisors's MARW Position: Q2 2026 in Review

Farther Finance Advisors reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 1.9% in Q2 2026, selling an estimated $20.3K and leaving 29,908 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1050.

Farther Finance Advisors first reported a position in MARW in Q3 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Farther Finance Advisors held 29,908 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.08M as of Q2 2026.
Farther Finance Advisors sold 571 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $20.3K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1050 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q3 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.