Independent Financial Group’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Independent Financial Group’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
2026 Q2	$398K	Buy	11,458 +2,912	+34%	+$100K	0.01%	1085
2026 Q1	$289K	Sell	8,546 -300	-3%	-$10.1K	0.01%	1181
2025 Q4	$297K	Buy	8,846 +846	+11%	+$28.1K	0.01%	1156
2025 Q3	$264K	Hold	8,000	–	–	0.01%	1147
2025 Q2	$257K	Hold	8,000	–	–	0.01%	1097
2025 Q1	$245K	Hold	8,000	–	–	0.01%	1019
2024 Q4	$243K	Hold	8,000	–	–	0.01%	988
2024 Q3	$240K	Hold	8,000	–	–	0.01%	963
2024 Q2	$233K	Sell	8,000 -9,500	-54%	-$271K	0.01%	953
2024 Q1	$488K	Sell	17,500 -6,000	-26%	-$165K	0.02%	593
2023 Q4	$638K	Hold	23,500	–	–	0.03%	492
2023 Q3	$604K	Hold	23,500	–	–	0.04%	441
2023 Q2	$608K	Buy	+23,500	New	+$594K	0.04%	431

Other funds holding MAYW

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

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

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

Independent Financial Group increased its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 34% in Q2 2026, buying an estimated $100K and bringing the position to 11,458 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1085.

Independent Financial Group first reported a position in MAYW in Q2 2023 and has held it in 13 quarters since. The position peaked at $638K in Q4 2023. 74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

Independent Financial Group held 11,458 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $398K as of Q2 2026.
Independent Financial Group bought 2,912 AllianzIM U.S. Equity Buffer20 May ETF shares in Q2 2026, an estimated $100K.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1085 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and has held it in 13 quarters since.
Independent Financial Group's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $638K in Q4 2023.
74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

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