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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
2026
Q2 		$205K Buy
+5,674
New +$202K 0.06% 182
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Joseph P. Lucia & Associates's MARW Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2026: 5,674 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings. This is a return to the name: Joseph P. Lucia & Associates previously reported a position in MARW as recently as Q2 2025.

Joseph P. Lucia & Associates first reported a position in MARW in Q1 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2025. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Joseph P. Lucia & Associates held 5,674 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $205K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF was a new Joseph P. Lucia & Associates position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.06% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #182 holding.
  • Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and has held it in 3 quarters since.
  • Joseph P. Lucia & Associates's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $280K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.