Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Global Retirement Partners’s Portfolio MAYW Stock Details MAYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$236K	Hold	7,044	–	–	﹤0.01%	1371
2025 Q3	$232K	Hold	7,044	–	–	0.01%	1096
2025 Q2	$227K	Buy	+7,044	New	+$218K	0.01%	1022
2024 Q4	$214K	Buy	+7,044	New	+$214K	0.01%	920

Other funds holding MAYW

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

AAM

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

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

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

KAS

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BWM

BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return

Global Retirement Partners's MAYW Position: Q4 2025 in Review

Global Retirement Partners held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q4 2025 at 7,044 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Global Retirement Partners first reported a position in MAYW in Q4 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold MAYW as of Q4 2025.

Global Retirement Partners held 7,044 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $236K as of Q4 2025.
Global Retirement Partners left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q4 2025.
AllianzIM U.S. Equity Buffer20 May ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1371 holding.
Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q4 2024 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.