Kestra Advisory Services’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Kestra Advisory Services’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 Q1	$4.68M	Buy	137,428 +40,409	+42%	+$1.39M	0.02%	832
2025 Q4	$3.33M	Buy	97,019 +14,389	+17%	+$487K	0.01%	949
2025 Q3	$2.78M	Sell	82,630 -8,723	-10%	-$288K	0.01%	977
2025 Q2	$2.97M	Buy	91,353 +14,406	+19%	+$451K	0.01%	875
2025 Q1	$2.38M	Buy	76,947 +2,744	+4%	+$86K	0.01%	904
2024 Q4	$2.3M	Sell	74,203 -7,739	-9%	-$239K	0.01%	929
2024 Q3	$2.49M	Sell	81,942 -12,430	-13%	-$371K	0.01%	852
2024 Q2	$2.78M	Buy	94,372 +12,687	+16%	+$366K	0.02%	805
2024 Q1	$2.35M	Sell	81,685 -43,828	-35%	-$1.24M	0.02%	807
2023 Q4	$3.51M	Sell	125,513 -1,583	-1%	-$43K	0.03%	572
2023 Q3	$3.37M	Sell	127,096 -12,130	-9%	-$324K	0.03%	510
2023 Q2	$3.7M	Sell	139,226 -873	-0.6%	-$22.6K	0.04%	462
2023 Q1	$3.57M	Buy	+140,099	New	+$3.52M	0.04%	454

Other funds holding MARW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services's MARW Position: Q1 2026 in Review

Kestra Advisory Services increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 42% in Q1 2026, buying an estimated $1.39M and bringing the position to 137,428 shares worth $4.68M. The position accounts for 0.02% of the portfolio, ranked #832.

Kestra Advisory Services first reported a position in MARW in Q1 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

Kestra Advisory Services held 137,428 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $4.68M as of Q1 2026.
Kestra Advisory Services bought 40,409 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $1.39M.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #832 holding.
Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 13 quarters since.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.