Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Joseph P. Lucia & 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
2025 Q3	–	Sell	-7,039	Closed	-$229K	–	163
2025 Q2	$229K	Sell	7,039 -2,000	-22%	-$62.6K	0.09%	136
2025 Q1	$280K	Buy	+9,039	New	+$283K	0.13%	114

Other funds holding MARW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

FCM

Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Joseph P. Lucia & Associates's MARW Position: Q3 2025 in Review

Joseph P. Lucia & Associates sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2025, closing a stake of 7,039 shares — an estimated $229K sold.

Joseph P. Lucia & Associates first reported a position in MARW in Q1 2025 and held it in 2 quarters. The position peaked at $280K in Q1 2025. 33 funds tracked by Wall St. Rank hold MARW as of Q3 2025.

Joseph P. Lucia & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q3 2025 after selling out during the quarter.
Joseph P. Lucia & Associates sold 7,039 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2025, an estimated $229K.
Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and held it in 2 quarters.
Joseph P. Lucia & Associates's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $280K in Q1 2025.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.