Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Independent Financial Group’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 Q3	$372K	Hold	10,078	–	–	0.01%	1145
2026 Q2	$364K	Sell	10,078 -101	-1%	-$3.6K	0.01%	1136
2026 Q1	$347K	Buy	10,179 +2,787	+38%	+$96.1K	0.01%	1097
2025 Q4	$254K	Buy	7,392 +512	+7%	+$17.3K	0.01%	1229
2025 Q3	$231K	Sell	6,880 -980	-12%	-$32.4K	0.01%	1219
2025 Q2	$256K	Sell	7,860 -2,637	-25%	-$82.6K	0.01%	1100
2025 Q1	$325K	Sell	10,497 -1,045	-9%	-$32.7K	0.01%	895
2024 Q4	$358K	Hold	11,542	–	–	0.01%	831
2024 Q3	$351K	Sell	11,542 -1,375	-11%	-$41K	0.01%	810
2024 Q2	$381K	Buy	12,917 +620	+5%	+$17.9K	0.02%	720
2024 Q1	$353K	Buy	+12,297	New	+$348K	0.02%	717

Other funds holding MARW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's MARW Position: Q3 2026 in Review

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q3 2026 at 10,078 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #1145.

Independent Financial Group first reported a position in MARW in Q1 2024 and has held it in 11 quarters since. The position peaked at $381K in Q2 2024. 7 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

Independent Financial Group held 10,078 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $372K as of Q3 2026.
Independent Financial Group left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1145 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 11 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $381K in Q2 2024.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.