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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Independent Financial Group's MARW Position: Q2 2026 in Review

Independent Financial Group reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 0.99% in Q2 2026, selling an estimated $3.6K and leaving 10,078 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1136.

Independent Financial Group first reported a position in MARW in Q1 2024 and has held it in 10 quarters since. The position peaked at $381K in Q2 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Independent Financial Group held 10,078 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $364K as of Q2 2026.
Independent Financial Group sold 101 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $3.6K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1136 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $381K in Q2 2024.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.