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

GeoWealth Management’s Portfolio MARW Stock Details MARW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,295	Closed	-$205K	–	1036
2025 Q2	$205K	Buy	+6,295	New	+$197K	0.01%	651
2024 Q3	–	Sell	-17,770	Closed	-$524K	–	1714
2024 Q2	$524K	Buy	17,770 +3,973	+29%	+$115K	0.02%	418
2024 Q1	$396K	Buy	+13,797	New	+$390K	0.02%	495

Other funds holding MARW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FCM

Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GeoWealth Management's MARW Position: Q3 2025 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2025, closing a stake of 6,295 shares — an estimated $205K sold.

GeoWealth Management first reported a position in MARW in Q1 2024 and held it in 3 quarters. The position peaked at $524K in Q2 2024. 33 funds tracked by Wall St. Rank hold MARW as of Q3 2025.

GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 6,295 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2025, an estimated $205K.
GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 3 quarters.
GeoWealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $524K in Q2 2024.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.