FIA
MAYT icon

Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Foundations Investment Advisors’s Portfolio MAYT Stock Details MAYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,303
Closed -$276K – 902
2024
Q4 		$276K Sell
8,303
-143
-2% -$4.72K 0.01% 679
2024
Q3 		$275K Hold
8,446
– – 0.01% 662
2024
Q2 		$265K Buy
+8,446
New +$256K 0.01% 635

Other funds holding MAYT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Foundations Investment Advisors's MAYT Position: Q1 2025 in Review

Foundations Investment Advisors sold out of AllianzIM U.S. Equity Buffer10 May ETF (MAYT) in Q1 2025, closing a stake of 8,303 shares — an estimated $276K sold.

Foundations Investment Advisors first reported a position in MAYT in Q2 2024 and held it in 3 quarters. The position peaked at $276K in Q4 2024. 21 funds tracked by Wall St. Rank hold MAYT as of Q1 2025.

  • Foundations Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer10 May ETF position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,303 AllianzIM U.S. Equity Buffer10 May ETF shares in Q1 2025, an estimated $276K.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer10 May ETF position peaked at $276K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.