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

Joseph P. Lucia & Associates’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	$338K	Buy	9,729 +3,775	+63%	+$130K	0.1%	142
2026 Q1	$201K	Buy	+5,954	New	+$201K	0.07%	165
2025 Q4	–	Sell	-9,041	Closed	-$298K	–	172
2025 Q3	$298K	Sell	9,041 -265	-3%	-$8.63K	0.11%	122
2025 Q2	$299K	Buy	9,306 +2,754	+42%	+$85.4K	0.12%	120
2025 Q1	$201K	Sell	6,552 -1,425	-18%	-$43.9K	0.09%	137
2024 Q4	$243K	Hold	7,977	–	–	0.11%	117
2024 Q3	$240K	Hold	7,977	–	–	0.11%	113
2024 Q2	$233K	Buy	+7,977	New	+$227K	0.12%	108

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

Joseph P. Lucia & Associates increased its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 63% in Q2 2026, buying an estimated $130K and bringing the position to 9,729 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #142.

Joseph P. Lucia & Associates first reported a position in MAYW in Q2 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

Joseph P. Lucia & Associates held 9,729 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $338K as of Q2 2026.
Joseph P. Lucia & Associates bought 3,775 AllianzIM U.S. Equity Buffer20 May ETF shares in Q2 2026, an estimated $130K.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.1% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #142 holding.
Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

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