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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$347K	Buy
2025 Q4	$254K	Buy
2025 Q3	$231K	Sell
2025 Q2	$256K	Sell
2025 Q1	$325K	Sell
2024 Q4	$358K	Hold
2024 Q3	$351K	Sell
2024 Q2	$381K	Buy
2024 Q1	$353K	Buy