GeoWealth Management’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy	+6,295	New	+$205K	0.01%	651
2024 Q3	–	Sell	-17,770	Closed	-$524K	–	1715
2024 Q2	$524K	Buy	17,770 +3,973	+29%	+$117K	0.02%	418
2024 Q1	$396K	Buy	+13,797	New	+$396K	0.02%	495