HI
MARW icon

Harbour Investments’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Harbour Investments’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
2026
Q2 		$1.39M Sell
38,593
-2,338
-6% -$83.3K 0.02% 680
2026
Q1 		$1.4M Buy
40,931
+19,130
+88% +$660K 0.02% 639
2025
Q4 		$749K Sell
21,801
-5,508
-20% -$187K 0.02% 704
2025
Q3 		$918K Sell
27,309
-1,114
-4% -$36.8K 0.02% 599
2025
Q2 		$925K Sell
28,423
-5,598
-16% -$175K 0.02% 555
2025
Q1 		$1.05M Buy
34,021
+2,998
+10% +$93.9K 0.03% 465
2024
Q4 		$963K Sell
31,023
-3,284
-10% -$101K 0.03% 476
2024
Q3 		$1.04M Sell
34,307
-8,817
-20% -$263K 0.03% 437
2024
Q2 		$1.27M Sell
43,124
-63,737
-60% -$1.84M 0.04% 360
2024
Q1 		$3.07M Buy
106,861
+105,661
+8,805% +$2.99M 0.11% 176
2023
Q4 		$33.5K Hold
1,200
– – ﹤0.01% 1629
2023
Q3 		$31.8K Sell
1,200
-534
-31% -$14.3K ﹤0.01% 1545
2023
Q2 		$46.1K Buy
1,734
+1,200
+225% +$31.1K ﹤0.01% 1403
2023
Q1 		$13.6K Buy
+534
New +$13.4K ﹤0.01% 1892

Other funds holding MARW

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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Harbour Investments's MARW Position: Q2 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 5.7% in Q2 2026, selling an estimated $83.3K and leaving 38,593 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #680.

Harbour Investments first reported a position in MARW in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.07M in Q1 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Harbour Investments held 38,593 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.39M as of Q2 2026.
  • Harbour Investments sold 2,338 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $83.3K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #680 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 14 quarters since.
  • Harbour Investments's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $3.07M in Q1 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

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