Harbour Investments’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Harbour Investments’s Portfolio MART Stock Details MART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$617K	Sell	14,714 -1,041	-7%	-$42.7K	0.01%	1027
2026 Q1	$604K	Buy	15,755 +3,821	+32%	+$149K	0.01%	969
2025 Q4	$462K	Sell	11,934 -2,157	-15%	-$82.1K	0.01%	888
2025 Q3	$531K	Sell	14,091 -937	-6%	-$34.5K	0.01%	803
2025 Q2	$538K	Sell	15,028 -1,348	-8%	-$45.8K	0.01%	750
2025 Q1	$548K	Sell	16,376 -1,238	-7%	-$42.2K	0.02%	684
2024 Q4	$594K	Sell	17,614 -6,981	-28%	-$234K	0.02%	649
2024 Q3	$809K	Sell	24,595 -401	-2%	-$12.8K	0.02%	517
2024 Q2	$790K	Buy	24,996 +4,449	+22%	+$136K	0.03%	478
2024 Q1	$627K	Buy	20,547 +4,312	+27%	+$128K	0.02%	515
2023 Q4	$473K	Sell	16,235 -1,075	-6%	-$29.8K	0.02%	552
2023 Q3	$465K	Sell	17,310 -4,433	-20%	-$122K	0.02%	504
2023 Q2	$595K	Sell	21,743 -225	-1%	-$5.9K	0.03%	456
2023 Q1	$564K	Buy	+21,968	New	+$550K	0.03%	441

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments's MART Position: Q2 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 6.6% in Q2 2026, selling an estimated $42.7K and leaving 14,714 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #1027.

Harbour Investments first reported a position in MART in Q1 2023 and has held it in 14 quarters since. The position peaked at $809K in Q3 2024. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Harbour Investments held 14,714 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $617K as of Q2 2026.
Harbour Investments sold 1,041 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $42.7K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1027 holding.
Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2023 and has held it in 14 quarters since.
Harbour Investments's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $809K in Q3 2024.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.