IPW
MAYW icon

Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Impact Partnership Wealth’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,678
Closed -$146K – 994
2023
Q3 		$146K Buy
5,678
+1,402
+33% +$36.4K 0.05% 232
2023
Q2 		$111K Buy
+4,276
New +$108K 0.04% 175

Other funds holding MAYW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Impact Partnership Wealth's MAYW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q4 2023, closing a stake of 5,678 shares — an estimated $146K sold.

Impact Partnership Wealth first reported a position in MAYW in Q2 2023 and held it in 2 quarters. The position peaked at $146K in Q3 2023. 25 funds tracked by Wall St. Rank hold MAYW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 May ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,678 AllianzIM U.S. Equity Buffer20 May ETF shares in Q4 2023, an estimated $146K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $146K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.