IFP Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

IFP Advisors’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	$8.34K	Hold	231	–	–	﹤0.01%	3513
2026 Q1	$7.88K	Buy	231 +5	+2%	+$172	﹤0.01%	3281
2025 Q4	$7.76K	Hold	226	–	–	﹤0.01%	3194
2025 Q3	$7.6K	Hold	226	–	–	﹤0.01%	3043
2025 Q2	$7.35K	Buy	226 +50	+28%	+$1.57K	﹤0.01%	3103
2025 Q1	$5.45K	Hold	176	–	–	﹤0.01%	2804
2024 Q4	$5.46K	Sell	176 -4,391	-96%	-$135K	﹤0.01%	2762
2024 Q3	$139K	Buy	4,567 +78	+2%	+$2.33K	0.01%	1264
2024 Q2	$132K	Buy	4,489 +176	+4%	+$5.08K	0.01%	1237
2024 Q1	$124K	Buy	4,313 +4,113	+2,057%	+$116K	0.01%	1197
2023 Q4	$5.59K	Hold	200	–	–	﹤0.01%	2385
2023 Q3	$5.31K	Sell	200 -1,617	-89%	-$43.2K	﹤0.01%	2481
2023 Q2	$48.4K	Hold	1,817	–	–	﹤0.01%	1623
2023 Q1	$45.4K	Buy	+1,817	New	+$45.6K	﹤0.01%	1627

Other funds holding MARW

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors's MARW Position: Q2 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q2 2026 at 231 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

IFP Advisors first reported a position in MARW in Q1 2023 and has held it in 14 quarters since. The position peaked at $139K in Q3 2024. 9 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

IFP Advisors held 231 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $8.34K as of Q2 2026.
IFP Advisors left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3513 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 14 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $139K in Q3 2024.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.