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Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Global Retirement Partners’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
Q2 		$464K Buy
+12,844
New +$457K 0.01% 1072
2025
Q4 		$441K Hold
12,844
– – 0.01% 1015
2025
Q3 		$432K Sell
12,844
-2,350
-15% -$77.7K 0.01% 817
2025
Q2 		$494K Buy
+15,194
New +$476K 0.01% 713
2024
Q4 		$472K Buy
+15,194
New +$469K 0.01% 648

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Global Retirement Partners's MARW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2026: 12,844 shares worth $464K. The stake represents 0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MARW as recently as Q4 2025.

Global Retirement Partners first reported a position in MARW in Q4 2024 and has held it in 5 quarters since. The position peaked at $494K in Q2 2025. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Global Retirement Partners held 12,844 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $464K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF was a new Global Retirement Partners position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1072 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $494K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.