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Golden State Wealth Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Golden State Wealth 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
Q2 		– Sell
-376
Closed -$11.7K – 1633
2025
Q1 		$11.7K Buy
+376
New +$11.8K ﹤0.01% 957

Other funds holding MARW

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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
Kestra Advisory Services
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
FCM
Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Golden State Wealth Management's MARW Position: Q2 2025 in Review

Golden State Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 376 shares — an estimated $11.7K sold.

Golden State Wealth Management first reported a position in MARW in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 37 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

  • Golden State Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 376 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $11.7K.
  • Golden State Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $11.7K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.