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FWG Investments’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

FWG Investments’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55,350
Closed -$1.75M – 126
2024
Q2 		$1.75M Buy
55,350
+13,736
+33% +$421K 1.77% 14
2024
Q1 		$1.27M Buy
+41,614
New +$1.24M 1.38% 17

Other funds holding MART

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWG Investments's MART Position: Q3 2024 in Review

FWG Investments sold out of AllianzIM U.S. Equity Buffer10 Mar ETF (MART) in Q3 2024, closing a stake of 55,350 shares — an estimated $1.75M sold.

FWG Investments first reported a position in MART in Q1 2024 and held it in 2 quarters. The position peaked at $1.75M in Q2 2024. 14 funds tracked by Wall St. Rank hold MART as of Q3 2024.

  • FWG Investments reported no remaining AllianzIM U.S. Equity Buffer10 Mar ETF position as of Q3 2024 after selling out during the quarter.
  • FWG Investments sold 55,350 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q3 2024, an estimated $1.75M.
  • FWG Investments first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2024 and held it in 2 quarters.
  • FWG Investments's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $1.75M in Q2 2024.
  • 14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q3 2024.

Based on FWG Investments's 13F filing for Q3 2024, filed 14 Nov 2024.