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 Q2	$708K	Sell	19,597 -1,990	-9%	-$70.9K	0.28%	66
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 $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

Jim Saulnier & Associates's MARW Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 9.2% in Q2 2026, selling an estimated $70.9K and leaving 19,597 shares worth $708K. The position accounts for 0.28% of the portfolio, ranked #66.

Jim Saulnier & Associates first reported a position in MARW in Q3 2024 and has held it in 8 quarters since. The position peaked at $736K in Q1 2026. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Jim Saulnier & Associates held 19,597 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $708K as of Q2 2026.
Jim Saulnier & Associates sold 1,990 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $70.9K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.28% of Jim Saulnier & Associates's portfolio in Q2 2026, its #66 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $736K in Q1 2026.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.