KCM
MART icon

Kaye Capital Management’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Kaye Capital Management’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,974
Closed -$241K – 40
2023
Q3 		$241K Sell
8,974
-48
-0.5% -$1.32K 0.11% 35
2023
Q2 		$247K Sell
9,022
-1,000
-10% -$26.2K 0.12% 28
2023
Q1 		$257K Buy
+10,022
New +$251K 0.13% 28

Other funds holding MART

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return