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 Q3	$331K	Sell	8,977 -895	-9%	-$32.7K	0.02%	447
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 $531M AUM 31.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants's MARW Position: Q3 2026 in Review

First Heartland Consultants reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 9.1% in Q3 2026, selling an estimated $32.7K and leaving 8,977 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #447.

First Heartland Consultants first reported a position in MARW in Q1 2026 and has held it in 3 quarters since. The position peaked at $356K in Q2 2026. 8 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

First Heartland Consultants held 8,977 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $331K as of Q3 2026.
First Heartland Consultants sold 895 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2026, an estimated $32.7K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #447 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2026 and has held it in 3 quarters since.
First Heartland Consultants's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $356K in Q2 2026.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.