HI
MART icon

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return