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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
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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments's MARW Position: Q1 2026 in Review

Harbour Investments increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 88% in Q1 2026, buying an estimated $660K and bringing the position to 40,931 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #639.

Harbour Investments first reported a position in MARW in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.07M in Q1 2024. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • Harbour Investments held 40,931 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.4M as of Q1 2026.
  • Harbour Investments bought 19,130 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $660K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #639 holding.
  • Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 13 quarters since.
  • Harbour Investments's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $3.07M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.