GFG
MARW icon

Grantvest Financial Group’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Grantvest Financial Group’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
-6,698
Closed -$208K – 140
2025
Q1 		$208K Buy
+6,698
New +$210K 0.17% 128

Other funds holding MARW

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
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
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
FCM
Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return
SWM
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Grantvest Financial Group's MARW Position: Q2 2025 in Review

Grantvest Financial Group sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 6,698 shares — an estimated $208K sold.

Grantvest Financial Group first reported a position in MARW in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 38 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

  • Grantvest Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
  • Grantvest Financial Group sold 6,698 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $208K.
  • Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and held it in 1 quarter.
  • Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $208K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Grantvest Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.