FSR Wealth Management
MAYT icon

FSR Wealth Management’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

FSR Wealth Management’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
2026
Q3 		$5.08M Sell
127,420
-1,034
-0.8% -$40.9K 5.47% 7
2026
Q2 		$5.01M Buy
+128,454
New +$4.93M 5.71% 9

Other funds holding MAYT

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return

FSR Wealth Management's MAYT Position: Q3 2026 in Review

FSR Wealth Management reduced its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 0.8% in Q3 2026, selling an estimated $40.9K and leaving 127,420 shares worth $5.08M. The position accounts for 5.47% of the portfolio, ranked #7.

FSR Wealth Management first reported a position in MAYT in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold MAYT as of Q3 2026.

  • FSR Wealth Management held 127,420 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $5.08M as of Q3 2026.
  • FSR Wealth Management sold 1,034 AllianzIM U.S. Equity Buffer10 May ETF shares in Q3 2026, an estimated $40.9K.
  • AllianzIM U.S. Equity Buffer10 May ETF made up 5.47% of FSR Wealth Management's portfolio in Q3 2026, its #7 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q3 2026.

Based on FSR Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.