Focus Financial Network’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Focus Financial Network’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	$400K	Hold	10,856	–	–	0.01%	549
2026 Q2	$392K	Hold	10,856	–	–	0.01%	553
2026 Q1	$370K	Sell	10,856 -1,711	-14%	-$59K	0.01%	549
2025 Q4	$432K	Hold	12,567	–	–	0.02%	484
2025 Q3	$422K	Hold	12,567	–	–	0.02%	496
2025 Q2	$409K	Hold	12,567	–	–	0.02%	481
2025 Q1	$389K	Buy	12,567 +269	+2%	+$8.43K	0.02%	475
2024 Q4	$382K	Hold	12,298	–	–	0.02%	481
2024 Q3	$374K	Hold	12,298	–	–	0.02%	486
2024 Q2	$366K	Buy	12,298 +2,113	+21%	+$60.9K	0.02%	479
2024 Q1	$287K	Buy	+10,185	New	+$288K	0.01%	503

Other funds holding MARW

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Focus Financial Network's MARW Position: Q3 2026 in Review

Focus Financial Network held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q3 2026 at 10,856 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #549.

Focus Financial Network first reported a position in MARW in Q1 2024 and has held it in 11 quarters since. The position peaked at $432K in Q4 2025. 12 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

Focus Financial Network held 10,856 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $400K as of Q3 2026.
Focus Financial Network left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #549 holding.
Focus Financial Network first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 11 quarters since.
Focus Financial Network's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $432K in Q4 2025.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.