FHC
MARW icon

First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

First Heartland Consultants’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 		$356K Hold
9,872
– – 0.02% 411
2026
Q1 		$337K Buy
+9,872
New +$340K 0.03% 372

Other funds holding MARW

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Heartland Consultants's MARW Position: Q2 2026 in Review

First Heartland Consultants held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 9,872 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #411.

First Heartland Consultants first reported a position in MARW in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • First Heartland Consultants held 9,872 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $356K as of Q2 2026.
  • First Heartland Consultants left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #411 holding.
  • First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.