GLR
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Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Great Lakes Retirement’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
2024
Q2 		– Sell
-56,662
Closed -$1.63M – 704
2024
Q1 		$1.63M Buy
+56,662
New +$1.6M 0.24% 86

Other funds holding MARW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Great Lakes Retirement's MARW Position: Q2 2024 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2024, closing a stake of 56,662 shares — an estimated $1.63M sold.

Great Lakes Retirement first reported a position in MARW in Q1 2024 and held it in 1 quarter. The position peaked at $1.63M in Q1 2024. 45 funds tracked by Wall St. Rank hold MARW as of Q2 2024.

  • Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 56,662 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2024, an estimated $1.63M.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 1 quarter.
  • Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $1.63M in Q1 2024.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2024.

Based on Great Lakes Retirement's 13F filing for Q2 2024, filed 9 Aug 2024.