Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Gladstone Institutional Advisory’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
2026
Q3 		$1.89M Buy
+51,209
New +$1.87M 0.05% 327

Other funds holding MARW

Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Gladstone Institutional Advisory's MARW Position: Q3 2026 in Review

Gladstone Institutional Advisory opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2026: 51,209 shares worth $1.89M. The stake represents 0.05% of the portfolio and ranks #327 among its holdings.

45 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

  • Gladstone Institutional Advisory held 51,209 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.89M as of Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF was a new Gladstone Institutional Advisory position in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #327 holding.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.