FSR Wealth Management
MAYW icon

FSR Wealth Management’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

FSR Wealth Management’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.8M Buy
276,330
+12,926
+5% +$455K 10.57% 1
2026
Q2 		$9.16M Buy
+263,404
New +$9.07M 10.44% 2

Other funds holding MAYW

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 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
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

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

FSR Wealth Management increased its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 4.9% in Q3 2026, buying an estimated $455K and bringing the position to 276,330 shares worth $9.8M. The position accounts for 10.57% of the portfolio, ranked #1.

FSR Wealth Management first reported a position in MAYW in Q2 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold MAYW as of Q3 2026.

  • FSR Wealth Management held 276,330 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $9.8M as of Q3 2026.
  • FSR Wealth Management bought 12,926 AllianzIM U.S. Equity Buffer20 May ETF shares in Q3 2026, an estimated $455K.
  • AllianzIM U.S. Equity Buffer20 May ETF made up 10.57% of FSR Wealth Management's portfolio in Q3 2026, its #1 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2026.

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