Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Jim Saulnier & Associates’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 Q1	$736K	Buy	21,587 +2,397	+12%	+$82.7K	0.36%	60
2025 Q4	$659K	Hold	19,190	–	–	0.34%	65
2025 Q3	$645K	Hold	19,190	–	–	0.36%	61
2025 Q2	$624K	Hold	19,190	–	–	0.43%	50
2025 Q1	$595K	Buy	19,190 +6,703	+54%	+$210K	0.46%	50
2024 Q4	$388K	Hold	12,487	–	–	0.33%	56
2024 Q3	$380K	Buy	+12,487	New	+$373K	0.37%	53

Other funds holding MARW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jim Saulnier & Associates's MARW Position: Q1 2026 in Review

Jim Saulnier & Associates increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 12% in Q1 2026, buying an estimated $82.7K and bringing the position to 21,587 shares worth $736K. The position accounts for 0.36% of the portfolio, ranked #60.

Jim Saulnier & Associates first reported a position in MARW in Q3 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

Jim Saulnier & Associates held 21,587 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $736K as of Q1 2026.
Jim Saulnier & Associates bought 2,397 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $82.7K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.36% of Jim Saulnier & Associates's portfolio in Q1 2026, its #60 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q3 2024 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.